Led the launch of the Russell Tax-Managed International Equity Fund and Russell Tax-Exempt High Yield Bond Fund, collectively funded with $1B.Managed over $3B in tax sensitive products, including Russell's Tax-Managed mutual funds, model portfolios, and separate accounts program.Identified and evaluated potential product development opportunities; recommended new products.Collaborated across multiple business units to drive product changes.

Promoted Russell Indexes as benchmarks and investable strategy solutions to asset owners, consultants, custodians, and academic institutions.

Led the development of Investment Advisory Services as a stand-alone product within a multi-family office structure.Co-developed model portfolios for use with both private clients and registered investment advisor (RIA) clients.Managed $25M in discretionary assets.

Managed $50M in discretionary assets (portfolios ranged from $500K-$10M).Member of Investment Policy Committee: determined appropriate asset classes, set asset allocation, selected investment managers/funds, developed policies and procedures for the management of clients’ investment assets, and wrote periodic papers clarifying investment philosophy for client distribution.

Collaborated with Senior Consultants on projects relating to investment strategy, asset allocation, and asset class structure. Such projects included developing investment policy and manager guidelines, evaluating active/passive allocations, conducting investment manager searches, and performing structural analyses.Provided client service to plan sponsors (corporations, endowments, and public funds ranging from $500M – $65B), which involved the development, coordination, and interpretation of performance and analytic reports, writing and presenting quarterly performance reviews, providing support for Russell products, and responding to a wide range of client questions.