First US Portfolio Manager of ETFs, also the first 9 funds to trade on the NYSE and to be able to lend securities and reinvest dividends. Consulted with BGI for the launch of iShares and with the WGC for launch of GLD. Also worked on launches of 5 other ETF families. Developed Construction and Maintenance Rules for Dow Jones Global Indexes (pre- S&P acquisition).Pioneer of tilted index funds using multifactor models - now known as "Smart Beta" 30+ years in Responsible and Principled Investing. and provided onsite Social Research quantitative modeling services for the Calvert Investments Social Research Group. Created industry-specific ESG models for 5,000 companies covered by Thomson Reuters Asset4Co-authored "Best Practices in ESG Investing" article published in Journal of Investing Expert in data marketing strategies and business development. As Head of Business Development, produced more than $1 million in revenue from customers for 15 indexes tied to ETFs, UITs and Mutual Fund at S-Network. SImilar success as head of Investment Solutions for Rapid Ratings. Frequently accompanied Value Line Sales Managers to data client meetings as portfolio management expert in employing data-driven portfolio solutions.Fierce and trusted networker with 16,000+ followers and 10+ Groups Managed on LinkedinAmbassador of Transparency for Global Transparency Task ForceMember of the Society of Quantitative Analysts (SQA, sqa-us.org)Founder and Former Chairman of NY QWAFAFEW (Quantitative Work Alliance) and Society, supporting and helping to launch 8 Chapters in different cities around the globe.Authored 20+ published articles, three book chapters, and 50 white papers.
Listed skills include Hedge Funds, Equities, Portfolio Management, Derivatives, and 46 others.