I have portfolio management and credit research responsibilities within GSAM’s Investment Grade platform, focusing on the financial institutions sector from senior debt down to preferred stock. Dual role is detailed below:Portfolio Manager for $2B Preferred and Hybrid securities separately managed account strategy, investing across the $1,000 par and $25 par primary and secondary markets. Responsible for security selection across client portfolios, communicating regularly with traders on positioning, relative value, assessment of market liquidity and trade execution. This strategy was launched in June 2015 within the private bank separately managed account platform and merged into GSAM in July 2019.Portfolio Manager for GS Access US Preferred Stock and Hybrid ETF (GPRF), launched in August 2024. Collaborated with Index provider to create customized rules-based index.Senior Credit Analyst covering Financial Institutions for the Investment Grade research team. Perform fundamental and relative value analysis across the capital structure in the primary and secondary markets for account types including mutual funds, pension, insurance, financial-focused credit funds and private bank separately managed accounts.

Portfolio Manager for $1B+ Preferred and Hybrid securities separately managed account strategy, launched in June 2015. Senior Credit Analyst covering Financial Institutions for $20B Investment Grade Fixed Income separately managed account platform within the Private Bank. AUM grew from $4.5B when joining in 2010 to $20B in 2019 before being merged into GSAM.

Senior Credit Analyst covering Financial Institutions and general corporates for open and closed-end funds and separately managed accounts investing in Preferred and Hybrid securities.Promoted to Vice President in January 2008.

Credit Research Analyst covering the Financial Institutions sector for $35B bank loan portfolio and proprietary long/short CDS trading book.

Member of sell-side credit research team, covering the Financial Institutions sector.

Research analyst for $1B convertible bond portfolio for insurance general account assets.

Global Small Cap Equities