Investment Committee Member (2012-present) Member of team that determines asset allocations and tactical investment moves based on our market and economic outlook.CIO & Board of Advisors (2012-2014) Responsible for establishing the investment policies and strategies for our clients. Duties included: holistic assessment of client's net worth, appropriate target for asset allocation, portfolio creation, monitor, re-balance and tactical shifts for clients, selection of investment vehicles including mutual funds, bonds, SMAs, and ETFs, and client communication including quarterly and annual reviews.

• Healthcare Analyst - Small & Mid Cap Value ($100m - $15b mkt cap range). • Small Cap Portfolio Manager – Value and Core styles ($100m - $2b mkt cap range).Made key buy/sell investment decisions in portfolios with assets over $6 billion.Participated in client, consultant, and board meetings detailing investment process and performance.Deep skills in risk management leading to positive risk/reward investment positioning.Applied research process grounded in valuation, business fundamentals, and catalyst for change.Utilized research including financial modeling, management meetings, comparative analysis, and industry experts to make 12-18 month investment recommendations.Managed team of five equity analysts with emphasis on high quality research, positive alpha creation, independent thinking, and accountability.

• Large Cap consumer products analyst.• Small Cap generalist with specialties in healthcare, technology, and basic materials.

• Healthcare analyst on small, mid, and large cap value portfolios.• Basic Materials analyst on all portfolios.• Strong stock attribution in small/mid cap value funds. • Promoted to partner in 18 months.Made impactful, negative multi-year investment recommendation on large cap pharmaceutical sector in 1998.

Equity Research Associate - Basic Materials Extensive Excel modeling of 23 public chemical companiesPromoted to Equity Analyst - 1996