Oversee the management of this externally managed NAV REIT, which owns a diversified portfolio of more than $7 billion in commercial real estate properties

Oversee the American Beacon mutual fund complex, which consists of over $20 billion in assets across a diverse set of mutual funds and ETFs

Advised CEO on corporate development opportunities and on other matters of strategic significance

Led the North American business for Carne Group, a leading provider of fund governance services to the asset management industry

 Developed and managed UBS WM's broad offering of traditional and alternative investment funds, comprising more than $300 billion in AUM Led the development of UBS WM's sustainable investing offering, including sustainable investment mandates, sustainable funds, and impact investment funds Responsible for manager research, selection, and monitoring for all funds and ETFs across all asset classes and strategies (equities, fixed income, private equity, private debt, real estate, and… Show more  Developed and managed UBS WM's broad offering of traditional and alternative investment funds, comprising more than $300 billion in AUM Led the development of UBS WM's sustainable investing offering, including sustainable investment mandates, sustainable funds, and impact investment funds Responsible for manager research, selection, and monitoring for all funds and ETFs across all asset classes and strategies (equities, fixed income, private equity, private debt, real estate, and hedge funds) Show less

 Manager selection, portfolio management, product development, product management, and distribution for the hedge fund business within UBS WM on a global basis, representing peak assets of more than $60 billion in AUM across the approved offering Managed proprietary, multi-manager funds of hedge funds with more than $35 billion in aggregate AUM

 Responsible for all investment and operational activities associated with the Alternative Investments business of UBS FS, UBS' broker-dealer serving the U.S. market, including all hedge funds, private equity funds, and real estate funds Established and managed numerous registered and private funds, including numerous RICs and limited liability companies, growing AUM from $8 billion to $16 billion Primary interface to independent ’40 Act fund board, regulators, external service… Show more  Responsible for all investment and operational activities associated with the Alternative Investments business of UBS FS, UBS' broker-dealer serving the U.S. market, including all hedge funds, private equity funds, and real estate funds Established and managed numerous registered and private funds, including numerous RICs and limited liability companies, growing AUM from $8 billion to $16 billion Primary interface to independent ’40 Act fund board, regulators, external service providers, and internal control groups (compliance, risk, audit, etc.) Show less

 Taught upper-level investment courses to MBA students

 Manager selection, product development, product management, and distribution for all alternative investment funds offered by U.S. Trust, covering hedge funds, private equity, and real estate funds Significantly upgraded product offering by launching several registered and private funds

 Jointly responsible (Co-Head) for managing all investment and business activities associated with U.S. Trust's private equity business Successfully developed, raised, and managed three BDCs  Represented private equity funds on numerous portfolio company boards

 Sourced, evaluated, completed, managed and exited venture capital investments Served on numerous portfolio company boards