• Research investments and manage portfolios for high net worth individuals and corporations. • Meet with clients to discuss recommendations.• Trade client accounts.• Assist in the management of the firm including business planning.

• Functioned as team analyst for three advisors and institutional consultants with nearly $3 billion in assets under management.• Performed all research functions for the team. Covered managed accounts, mutual funds, ETFs, liquid alternatives, and private alternatives. Generated original market and securities research. Synthesized original research with firm research as needed.• Created a behavioral based philosophy and a bias-free fund selection process.• Conceptualized and executed the team’s Liability Driven Investment (LDI) strategy for our defined benefit clients. Constructed custom portfolio glide paths. Initiated and retained firm-wide coverage for Morgan Stanley’s only approved custom bond strategy specifically for LDI.• Ran a low volatility portfolio for private investors with full personal discretion. Assisted in the management of several other client strategies by providing research, recommendations, and trading. Voted on the team’s investment committee for large fund changes. Provided quantitative research for stock based portfolios.• Introduced an asset allocation based tax strategy for high net worth clients.• Attended and helped to conduct client meetings.

• Traded over $10B in fixed income and equity assets under the direction of ten portfolio managers• Created custom tools to perform portfolio analysis and gather security data; Prepared results and presented to portfolio managers and senior executives• Reviewed individual portfolios and created buy or sell orders to minimize deviation; Monitored prevailing market conditions including volatility and liquidity; Judged how best to implement large trades, balancing speed against execution price; Implemented fund wide security changes• Managed account cash levels; Set acceptable parameters and initiated rebalancing when necessary• Developed Excel macros using VBA; Used to analyze and refine data and automate manual tasks - Built a quantitative bond trading model to increase allocation accuracy and reduce taxable events - Saved $60,000 in annual data vendor charges by creating a custom reporting algorithm - Automated model change implementation, exponentially reducing time required to start trading - Eliminated over 40 hours of manual work each week in several areas of the department