Experienced portfolio manager and wealth advisor at multi-family office focused on alternative investments. Over 12 years of experience in fund of funds portfolio management, due diligence, operations, and risk management. Deep knowledge in managed futures, hedge funds, private equity, and private debt. Innovative and creative problem solver. Patient and thoughtful mentor with a passion for serving others with excellence. Foundation for leadership and business philosophy formed through service to country as military veteran (naval officer) and completion of Kellogg School of Management MBA with distinction. Dedicated family man with highly regarded ethical and moral principles.
Listed skills include Alternative Investments, Portfolio Management, Hedge Funds, Asset Management, and 14 others.