• Developed Corporate Credit research team and lead comprehensive analysis of corporate fixed income securities across the firm, delivering actionable buy, sell, or hold recommendations and devising bond swap strategies aligned with macroeconomic indicators and market liquidity trends.• Responsible for research on private deals in conjunction with investment banking team to both source new investment opportunities and monitor performance of current investments (CCRC’s & Charter Schools)• Spearheaded strategic initiatives that drove an increase in alternative investments AUM, in a single year, significantly exceeding one year target.

• Evaluated and analyzed price fluctuations and market color on both structured debt (CLOs, MBS, CMBS, Commercial Real Estate, Aircraft ABS) as well as municipal bonds (taxable and tax-exempt) for client holdings and challenged vendors for possible mispricing (financial disclosure from issuer, comparable trades, ratings, etc.)• Coordinated cross trades with trade desk and external trade desks to ensure compliance with industry regulations• Advised internal and external stakeholders (domestic & international) on holdings during month end calls and year end audits and reporting meetings • Managed ad hoc requests from clients and communicated technical nuances of product performance in an easy to understand manner to clients and internal auditors• Researched commercial real estate holdings to provide support for client audits

• Managed over $420 Million in SMA/UMA assets and provided drift and execution analysis to senior PM's• Traded multiple portfolio styles within Lord Abbett's SMA program - assets totaling $12 billion• Evaluated large equity inflows to ensure minimal market impact when trading across model• Analyzed drift between model, and portfolios and adjusted accounts accordingly• Researched restrictions and coordinated security selection with sponsors on substitute holdings• Created and presented reports to clients, senior portfolio managers and compliance department

• Traded securities in Davis's managed money program for sponsors; assets totaling $4.8 billion• Executed equity, fixed income and ETF trades focused on reducing market impact• Exercised trading discretion and accountability over individual managed accounts (ranging from $100K-• $100MM+)• Designed and implemented a system to allow for more efficient account rebalancing and trading (reducing rebalancing time by 70%)• Executed tax trades for client accounts (realized gains/losses) including the use of ETF's• Researched portfolio holdings to ensure adherence to sector restrictions and compliance requests• Served as an advisor on quarterly performance client meetings for SICAV Investors (Spain)