PLATFORM MANAGEMENT: Broad responsibility for coordinating investment management product strategy across the Asset Management, Wealth & Brokerage and Retirement Services divisions. Chaired the firm’s Product & Platform Committee with accountability for product-related decisions.PRODUCT MANAGEMENT: Managed all aspects of the internally managed investment offerings including pricing, positioning, expense control, life-cycle management and profitability. Offerings included: GIPS compliant institutional separate accounts, model-based SMAs, model allocation portfolios, mutual/common/collective/private funds, 401k Advisory and Outsourced CIO solutions.

Directed distribution, product management and marketing efforts for MTB Group of Funds, MTB Investment Advisors and M&T Bank’s Managed Account business.