Portfolio Management. Now managing convertible securities for Conning as an employee after having managed them as a subadvisor to Conning since 2007. Also responsible for managing multi-asset class insurance fixed income portfolios and supporting other higher return asset classes.

Founded firm to provide Investment Consulting services to Financial Institutions and Institutional Investors. Focus areas include investment policy, risk management, alternative investments, acquisition analysis, derivatives, application of quantitative techniques to the investment process, and performance measurement and attribution. Partnering with Capital Market Risk Advisors (CMRA) since 2010 on consulting and expert witness projects. Providing investment and asset liability management support to an annuity reinsurance startup since late 2013.

Teaching undergraduate classes in Finance, Investments, and Economics.

City Light Capital is an impact venture capital firm seeking market based solutions to major social problems. Original partner of the firm responsible for money management incubation.

Teaching graduate class "Fixed Income Securities."

Founded investment management firm focused on convertible securities. Manage as a subadvisor for Conning Asset Management. Prior to this, managed convertible portfolios at Travelers/Citigroup from 1986 to 2004.

CYS Investments is a Mortgage REIT established in 2006 which became publicly traded in 2009. Lead Independent Director and member of Audit, Compensation, and Nominating and Corporate Governance Committees 2006-2013. In 2013, rotated to Chair of Audit Committee.

Member Board of Trustees starting in 2009. President of the Board of Trustees September 2012 - October 2016.. Starting in 2010, Vice President of the Board and Chair of the Finance Committee.Previously served as Chair of Capital Campaign Committee, 1999-2001

Founding partner in an investment management company that launched a long-short equity hedge fund in October 2005. Strategy based on fundamental valuation signals from an expert system. Directly responsible for risk management and CFO functions. Partnered in investment and marketing processes.

Served as Chief Investment Officer of Traveler’s and Citigroup’s other proprietary US and foreign insurance companies from 2000 until 2004. Prior to becoming CIO, had responsibilities for Insurance Portfolio Management (including Asset Liability Management) and for Global Fixed Income Investments. As part of overall responsibilities, held the position of President and Chief Operating Officer of Travelers Asset Management International Corporation (Travelers' Registered Investment Advisor) from 1994 through 2000 and then served as Chairman and Chief Executive Officer from 2000 to 2004. Detailed responsibilities included overseeing fixed income, real estate lending, equity, and alternative investments. Starting from joining Travelers in 1985, was actively involved in all of Travelers’ alternative, derivative, and special investments. Served on numerous insurance and fiduciary investment management committees including the Global Asset Liability Committee and the Pension Benefits Investment Committee for all of Citigroup.Chief Investment Officer, 2000-2004 -- Included Life, Property Casualty, and foreign insurance companies with over $100B in assets. Participated in insurance company rating agency presentations since 1988. Managed investment portion of insurance acquisition analyses, consolidations, and divestitures since 1994. Played integral role in designing and implementing organizational structures since 1985 including several major reorganizations and geographical moves.Head of Global Fixed Income, 1997-2004 including below investment grade and internal hedge fund groups. Head of Insurance Portfolio Management, 1992-2004 Portfolio Manager, Convertible Securities Portfolio, 1986-2004 Portfolio Manager, Internal and External Insurance accounts. Fixed income, convertible, and balanced variable annuity funds.Head of Quantitative Investment Group, 1985-1992.

Taught graduate class "Financial Markets".

Quantitative Equity Analysis – Risk Measurement/ Portfolio Analysis using various systems like BARRA. Evaluated and implemented Stock Valuation modeling methods and Asset Allocation models.New Product Research – New areas included options and futures, international equity, and new distribution channels for a predominantly institutional money manager. Equity Security Analysis – Served as analyst for the Trucking and Railroad industries.