Seasoned investment professional with extensive experience in relationship management working with Foundations / Endowments / Healthcare, Taft-Hartley, Public Funds, and corporate clients. Comprehensive knowledge of various asset classes including alternatives.Specialties: Asset allocation, performance measurement, investment manager research, selection and monitoring, 401(k) provider search & selection, custodial search & selection, policy development and maintanence, full discretion consulting services, fiduciary responsibility, revenue growth.
Listed skills include Asset Allocation, Investments, Alternative Investments, Asset Management, and 10 others.