- Leadership role focusing on Retail, Workplace Retirement, and Institutional clients, plus the education and distribution of Franklin Systematic's quantitative solutions, including Alternative Risk Premia and Smart Beta strategies. - Design and implement customized investment portfolios, including traditional, multi-asset, and alternative strategies. - Responsible for asset allocation in collaboration with client specific guidelines and/or within the context of FT Solutions' strategic investment outlook.

AlphaParity, LLC is an investment management firm that designs and manages next generation portfolio diversification solutions for pension funds, alternative asset managers, and large family offices. The management team's expertise in quantitative, fundamental and derivatives strategies across asset classes allows for unique insights and investment solutions across styles and disciplines.

Lead Asset Management (AMCO) new product development strategy and marketing, crafting and driving key organizational decisions and execution.• Originate and manage deal process for each new business opportunity including capital allocation, risk, operations, and successful onboarding onto the AMCO platform. • Diversify and expand business. Results: Q1 2012 to Q4 2013, launched PWP Diversified Equities; acquired PWP Alpha Europe; launched PWP Growth Equity Fund; and launched PWP Global Macro Fund.• Source new opportunities through personal and firm network. Vet 300+ opportunities annually via sustainable pipeline of alternative investment funds and investment talent. • Partner with marketing team to distribute LP and Liquid Alternative (40 Act) products: assess demand and product commercial marketability, identify investor targets, and collaborate on overall pitch and messaging.• Present to Management Committee on industry updates, trends, strategy, and new business opportunities. • Manage and mentor senior level analyst assisting with mining investment talent, gathering market intelligence, analyzing financial models, structuring transactions, and performing due diligence. • Head of Asset Management’ Strategy Committee and Project 40 Act Committee.• Led Advisory Group’s 2012 and 2013 comprehensive vetting process for annual partner promotions.

Directed all aspects of Portfolio Manager recruiting and external hedge fund investments, including strategic seed and accelerator investments with client and proprietary capital.• Successfully executed business/product expansion to Asia and Australia: sourced PMs and strategic external investments and led build-out of trading operations in AsiaPac region. • Sourced 40 portfolio manager/investment teams worldwide. PMs managed an est. $10bln notional capital. • Developed a sustainable global pipeline of trading talent across asset classes and geographies (US, UK, Asia and Australia). Led process for sourcing, vetting, and on-boarding all prospective PMs. • Managed research, due diligence and investment process for >$1b multi-strategy portfolio of external investments. • Presented routinely to Management Committee on industry updates, due diligence on external funds, and capital allocation proposals for new Portfolio Managers. • Collaborated with marketing: presented investment talent selection process and external investment ideas.• Managed and trained four analysts to assist with hedge fund talent mining and gathering market intelligence.• Advised Tudor’s Chairman on hedge fund investments for family office and charitable organizations.• Management and Control Advisory Board member and Co-chaired Employee Investment Fund.

Vice President, Equities – GSS Prime Brokerage, 2000-2002Senior ranking member of US Prime Brokerage sales team. Pitched new business and delivered to clients the GSS product mix of hedge fund finance, client/accounting services, start-up consulting, and capital introduction. • Co-managed the successful build out of Goldman’s global Equity Arbitrage prime brokerage business. • Spearheaded sales effort leading to Goldman’s High Yield prime brokerage business. • Managed and trained a team of three analysts. Vice President, FICC – Global Futures, May 1996 – Aug 2000 Head of Global Futures Sales Desk including direct management of five salespeople. Provided direct coverage of large hedge fund and real money accounts trading across asset classes and geographies. • Marketed, with J. Aron, the Goldman Sachs Commodity Index (GSCI) to global institutional clients.

• Risk managed and traded an agricultural commodities portfolio consisting of exchange options, OTC options and futures SWAPS with industry and hedge fund counterparts.• Part of three-man start-up team that created and built green coffee trading desk, merchandising green coffee stocks (Central and South America) to worldwide roaster network.

• Risk managed and traded portfolio of exchange and OTC options; partnered with marketing to introduce options as hedging tool for commercial end users of coffee and cocoa.• Chairman of London Commodities Exchange (LCE) Options Market and Volatility Committees. • Member of LCE and International Petroleum Exchange (IPE).

Spearheaded complete start-up of London trading firm including exchange memberships, legal, accounting, hiring and business development. Member of London Commodities Exchange and International Petroleum Exchange.• Traded proprietary portfolio of options on coffee, cocoa, crude and gas oil futures markets. • Managed four portfolio managers trading options arbitrage on London’s IPE and LIFFE exchanges. • Supervised team of options clerks in New York and managed risk of principal risk takers on New York’s metals and agricultural commodity exchanges.

Senior Accountant – Managed financial audits of for-profit and non-profit corporations.