Built, motivated, and mentored a high-performing portfolio team and played a lead role in Wellington investment professional recruiting and hiring, including MBA graduates from University of Chicago, MIT, The Wharton School, Stanford University, and Harvard College. Played a leading role in global management of Wellington, including as the longest continually serving member of the Wellington Corporate Governance Committee, Board Chair of the Wellington Management Foundation, and a member of the Wellington Diversity Committee.Partner (2004 – 2016) / Equity Portfolio Manager (2000 – 2016)• Headed the Global Smaller/Emerging Companies Group over the last 13 years as Partner and Portfolio Manager, managing up to $7.5 billion in assets. Blended core growth and value strategies to invest in quality companies.• Leveraged decades of investment expertise across all sectors, particularly software, technology, and energy, performing in the first quartile over a decade, exceeding benchmarks by an annual average of 175 basis points.• Managed large pools of assets, including relationships and strategic consultation, with major pension and endowment clients including the State of Oregon, the Province of British Columbia, Dow Chemical, Merck and the Howard Hughes Medical Institute.• Developed and delivered presentations that won Wellington business with numerous new clients, including Goldman Sachs Asset Management, J&W Seligman/Ameriprise, Renaissance Funds (Canada), and SEI. Led large forums and client investment product/strategy presentations globally, including to Retail Employees Superannuation Trust (Australia), PSP Investments (Canada), Lockheed Martin and ICMA-RC (Vantagepoint Funds).• Developed a risk-controlled portfolio of fixed income and non-traditional investments, including high-yield convertible securities, crossover debt and private investments in public equities (PIPE).

• Identified companies for selection to the portfolio and effectively managed, numerous investments that generated extraordinary returns for clients, including:- Amazon, as a then-emerging company, for a 300% return over three years.- Recognition of telecommunications infrastructure as a prospective fast-growing sector, including WesTower (800% return), Crown Castle, and American Tower. Foresaw/exited investments before sector debt crash.- Identified gaming software as an emerging industry, including high-return investments in developers Take-Two Interactive and Activision, as well as distributors Electronics Boutique and GameStop.- Private investment in public security, including storage area network developer Vixel Corp., yielding a ten-fold return over three years.• Began at Wellington as an analyst for the Emerging Companies Group covering North American small and mid-cap equities. Then served as a Portfolio Manager, growing North American equities assets from $25 million to $4 billion in the Global Smaller Companies group and winning new business through client presentations. Also served as Assistant Portfolio Manager of the Emerging Markets Group, growing foreign investments in North American micro-cap companies from 3% to 35% of the portfolio (2003 – 2006).Wellington Management Foundation Advisory Board Chair 2009 – 2013 • 4 yearsProfessionalized operations and governance, and globalized the foundation’s mission. Led fund-raising, grant selection and investment management, growing assets from $5 to $30 million and annual grants to $14 million, for global partners/staff-funded charitable institution dedicated to educating underprivileged youth in where Wellington does business around the world.

MORGAN STANLEY & CO., New York, NY 1993 – 1994BANK CANTRADE (a UNION BANK OF SWITZERLAND (UBS) subsidiary), Zurich, Switzerland During and immediately after MBA studies, served as an equity analyst. Received permanent employment offers from both firms, opting instead to join Wellington Management.• At Morgan Stanley, played an integral role in a $280 million secondary equity issue for retailer Kohl’s, analyzed merger of precious metals company, performed fundamental research on an Indian industrial company, and analyzed debt/equity/leveraged recapitalization of a $1 billion private service company.• At Cantrade, built quantitative model for trans-European and U.S. equities and assisted portfolio managers in selection of equities in the U.S. market.

Assistant Portfolio Manager/Research Associate (1989 – 1992)• Assistant Portfolio Manager for the Fidelity Emerging Growth and Fidelity Low Price Stock Fund (combined $1.4 billion AUM).• Analyzed and coordinated research for Initial Public Offerings during 1990 and, before that, analyzed equities for $500 million in Fidelity holdings in sectors including defense electronics, small-cap technology.Registered Securities Representative (1986 – 1989)• Branch Manager, taking the office from second worse in the system to second best in Fidelity branch network..• Chicago office, ranked #1 in sales and top contributor to Fidelity New Business Development program.