Manage ~$2.4 Billion book, entirely institutional, across five time zones. Provide portfolio management to domestic and international clients. Generate incremental revenues through both client fund flows and new client acquisitions. Serve on Collective Fund Review Committee.Broad and deep investment experience, excelling in senior roles within a variety of buy-side, sell-side, consulting, and plan sponsor organizations, from small entrepreneurial privately held companies to public “major bracket“ firms.Have managed equity-only and balanced portfolios, employing "GARP" and “core” equity mandates, utilizing large cap, mid cap, small cap stocks, EM, developed international and alternative securities and both " laddered" and "bar-belled" fixed income mandates. Recently introduced investment vehicles include private equity, private credit and hedge funds.Experience managing a variety of trusts (family, marital, GST, SNT, QTIP), endowments, foundations, family LLCs, retirement plans and captive insurance portfolios.Generalist analyst and have conducted original research in the financials, industrials, materials, staples and technology sectors. Experience in researching LC, MC and SC capitalization companies. Have conducted private business valuation analysis.Direct client contact with institutional, family and HNW clients. Routinely present to Boards of Directors (quarterly, annually, ad hoc).Demonstratable out-performance of relevant benchmarks.Proficient in Excel, Word, PowerPoint, Baseline and Zephyr. Working knowledge of FactSet, Thompson Reuters Refinitiv, Envestnet, Morningstar Direct, BlackRock 360, Comtrac, FIS/Unity and Bloomberg.Able to identify important macro-economic headwinds and tailwinds. Developed ability to determine technical support and resistance levels.KEY SKILLS, ATTRIBUTES AND DESIGNATIONSProblem solver - Results-oriented - Series 7, 63, 65 (active to CY22)MBA and CFA - Naturally competitive - Energetic alpha generatorMultiple cycle investor - Tech savvy - Skilled presenterCollaborative - Quick study - Accomplished writerPassed CTFA exam. - Proven ability to reinvent and to adapt Have lived in the Northeast (Albany), Southeast (Atlanta), Mid-Atlantic (Norfolk and Richmond) and Midwest (Detroit). Hobbies: hunting, fishing, exercise, ice hockey and painting.