Managing Director, Portfolio Manager, Head Of Target Date Multi-Asset Team
CurrentLead 6-person award winning Target Date Multi-Asset Team managing over $170 billion across target date, target risk, and variable annuity funds. Manage $70 billion in over 60 funds of funds across three target date retirement series (active, blend and index) with investments in equity, fixed income and commercial real estate funds. Co-manage $100 billion variable annuity equity account, with fundamental, quantitative, and research-managed segments. Guide team with expertise in capital market assumptions, manager research, retirement solutions, and income annuities. Represent strategies with clients and consultants. Won Lipper Award for best Mixed Asset Team from 2016-2020.