● Participated in launching and co-managing an equity market- neutral fund.● Co-developed a multi-factor equity quantitative model and investment process for the fund including back testing and risk management. Evaluate buy/sell ideas to maximize fund performance. ● Developed a fixed income management model for liability-driven investing to meet future obligations. ● Introducing and marketing alternative strategies to institutional and high net worth relationships (family offices, pension funds, endowments & individuals) with traditionally constructed portfolios to enhance returns and lower risk.● Spearheading operations including fund administration, risk management, legal oversight, trading and technology.● Migrating historical research, data and models to the Google Cloud Platform utilizing BigQuery, Bigtable and AutoML.

● Developed over 30 institutional relationships as the senior portfolio manager of an investment team that built a single client $5 million mid-cap product into a $785 million AUM product serving the Corporate Pension Fund, Public Pension Fund, Healthcare, Endowment, Taft-Hartley (Union) and High Net Worth markets.● Ranked by Money Manager Review as the #1 Mid-cap manager/product on a risk/return basis for 5, 7 and 10 years. ● Designed back office operation to generate a seamless integration of the portfolio accounting and quantitative investment process with portfolio managers’ daily analytical spreadsheets. ● Automated trade order system allowing PMs to easily create tickets cross referencing existing positions and calculating target position sizes – essentially eliminating trade ticket errors.● Implemented a series of risk management policies and procedures that would monitor risk profiles and client restrictions. All exceptions that exceeded guidelines were flagged. ● Participated in the marketing of all firm products and directly responsible for over 30 institutional clients and over 250 separately managed HNW clients while expanding annualized mid-cap product revenue from $37,500 to over $5 million. ● Expanded and diversified customer base from an institutional client focus to serving the High Net Worth marketplace by winning mid-cap product placement on multiple wrap platforms.● Co-developed multi-factor U.S. and international equity quantitative models for the firm including back testing and risk management. Monitored all firm products for adherence to the firm’s investment strategy and risk profiles.