Created a culture of high expectations by offering the utmost level of professionalism and leading by example. Helm efforts to streamline operations pertaining to proprietary investment models for direct equity and fund of funds. Successfully manage complex objectives with aggressive timelines and rapidly evolving requirements. Improve existing processes and procedures to support long-term business revenue growth – streamlined methodology for trading, monitoring, asset selection of proprietary equity models for 50% of firm assets. Serve as an outstanding strategist distinguished for proven judgment in prioritizing duties and minimizing or diffusing stressful situations through effective conflict resolution techniques. Achievements: Deftly managed $400 million of direct equity portfolios to above-market returns, in line with investment policy. Established an institutional manager due diligence process to oversee nearly 250 individual sub-adviser strategies. Effectively developed and instilled capital market assumptions and downstream impacts to fund of fund portfolio line up driving 40% of firm assets. Respected for high integrity as a results-oriented leader and financial strategist with the dexterity to envision, create, and implement successful outcomes in complex situations.

Chief Investment Officer (CIO) – Portfolio Manager (2016 )Journey Capital Advisers is an investment and financial management company that specializes in creating tailored investment programs for individuals and other financial professions. JCA offers OCIO, ETF Strategies, fixed income and municipal SMAs.As CEO CIO, I am responsible for building and maintaining the business as well as overseeing the multi asset allocation strategies. Working closing with my partner, Head of Fixed Income, we establish our outlook and philosophy as it applies to our disciplined investment process. Execute the creation of new investment products, processes, and relationships. 

Combined vision, ingenuity, and strong business acumen with extensive investment management and leadership skills to support organizational effectiveness, reach, and overall expansion. Supervised the end-to-end management and implementation of proprietary investment funds and strategies – effectively managed $8 billion in direct investment strategies to exceed expectations. Responsible for ideating, developing, and implementing new investment strategies, processes, and products. Oversaw ETF strategies, quant portfolio, international portfolios, algorithmic risk control, due diligence, research, and capital market funds. Motivated and developed the seven-member portfolio management team and analyst pool to deliver consistently beyond expectations in terms of service, quality, and efficiency.Achievements: Expertly helmed operations to acquire nearly $6.1 billion in assets; secured $6.1 billion in new assets to the investment platform through research development and portfolio management. Led and co-managed fourteen 40 Act mutual funds, over $22 billion with better than benchmark performance. Worked seamlessly with others to complete a task or achieve a common objective and demonstrated the ability to cooperate in interpersonal and team relationships to maintain mutual trust, honesty, and respect for others.

Established a reputation for approaching issues promptly and acting with urgency and professionalism at all times. Analyzed processes to identify barriers to success and developed unique solutions to enhance revenue. Conceived and executed strategic plans, operational goals, and performance metrics that drive client loyalty; well-versed in implementing mechanisms for tracking progress and managing all aspects of risk and regulation. Developed, tested, and funded three new equity funds and administered investment selection modeling criteria resulting in $200 million new assets (10% firm growth). Leveraged leadership prowess to acquire, train, and develop 15 investment professionals to exceed expectations.Achievements: Contributed to revenue generation by developing and implementing new investment products, processes, and relationships that doubled firm assets to nearly $2 billion. Instrumental in the three-fold growth of the primary equity fund; doubled firm AUM and raised $1.2 billion. Respected for supporting overall communication efforts, implementing transparency in operations, and fostering confidence at all levels to enhance mutual business focus and achieve shared goals.

Responsible for selecting investments in predominantly equity oriented products maximizing risk-adjusted returns. Managed portfolio management team comprised of 7 investment associates, fundamental and quantitative analysts, and traders -Lead Portfolio Manager of institutional Large Cap Growth portfolio with AUM of $550 million -Portfolio performance for the measured five year period exceeded the representative benchmark (Russell 1000 Growth) by over 27% -Quarterly performance consistently exceeded the benchmark on average of 80%, well above industry peers aver-age of 45% -Major contributor in tripling the firm’s AUM through consistent performance, client presentations, solidifying key account relationships, and business evaluation,  -Analyzed company financials, technical, fundamentals and macro thematic trends, business strategy, economic analysis, asset valuation, and assessment of financial statements

Responsible for the business development and management of client assets. Consulted, supervised, and reviewed all aspect of individual investment accounts.• Raised over $20 million of new client assets• Developed and implemented personalized asset allocation strategies• Formed and implemented targeted marketing plans and strategies.• Authored monthly investment commentary for clientele• Managed several investment portfolios, including action formulation, execution, and risk management.