I work within a team to evaluate money managers for consideration within long only (US Microcap, International Small/Micro, Emerging Markets Small/Micro) and long/short multi-manager funds. Our evaluation is aimed at identifying investment managers who are likely to prospectively generate returns in excess of the relevant market indices, absolute return objectives and/or peer groups. I also co-manage the Acuitas Emerging Markets Small Cap (03/2018 - present) and Acuitas International Small Cap (03/2020 - present) strategies. As part of a boutique investment firm, I work in a small team to service clients, author whitepapers, and market to prospective investors.

I led a team in evaluating money managers for consideration within multi-manager US and Non-US equity funds and as a private equity investment. The evaluation was aimed at identifying investment managers who were likely to prospectively generate returns in excess of the relevant market indices and peer groups. As part of a small team at a boutique investment firm, I managed client relationships as a primary contact, participated in portfolio reviews, and presented the Legato investment philosophy to prospective clients.

Supported Russell's Senior consultants and relationship managers in research and communications.

Conducted research in support of Russell's US Equity family of indices.