Management - Engagements include business formation, partnership design, and strategic planning.Marketing/Distribution - Developing and supporting Marketing/Distribution strategies for investment organizations.Private Equity - Focused on investment sourcing and evaluation.

Member of the investment team for an asset management focused private equity fund. Responsibilities include portfolio management, as well as sourcing, evaluating and structuring prospective investments.

Management of endowment and operating funds

Investment Committee member with responsibilities for development of asset allocation and portfolio management strategies for institutional and high net worth clients. Managed the firm's institutional business unit focused on Large Cap Value Equity, as well as firm-wide operations.

Chosen by Elon Musk-led online financial services start-up, later rebranded as Paypal, as board member for a Mutual fund complex established primarily to serve its account holders. Independent Chair from 2004 to 2011. Audit, Pricing, and Nominating Committees.

Managed all non-investment related functions including marketing, client service, compliance, finance, and operations. Member of Investment Team, with portfolio management responsibility for various institutional clients. Regularly met with clients, prospective clients, consultants and other intermediaries. Started hedge fund business unit. Served as Chief Compliance Officer. Represented firm at conferences, speaking events and on television. Member of Board of Directors.

Responsible for building the firm’s institutional asset management platform. Member of Investment Committee, through which all client portfolios were managed. Portfolio management activities include investment strategy development, security selection, portfolio construction, and investment implementation.

Responsible for firm’s investment activities including portfolio management, research, global trading and product development. Products encompassed Domestic Equity, International Equity, Emerging Markets Equity, and U.S. Fixed Income asset classes. Chairman of Investment Oversight Committee. Member of firm’s Executive Committee. Effectively managed staff of 75 portfolio managers, analysts, traders, and support personnel. Represented firm at conferences and other speaking events. Met frequently with clients and prospective clients.

Directed firm’s marketing and client service efforts. Primary investment professional representing firm in final presentations to prospective clients. Member of Investment Management Committee which developed all investment strategy, evaluated new quantitative research techniques, and monitored portfolios for adherence to policy guidelines.