-Constructed and developed outsourced CIO platform resulting in adoption by six advisors nationally and approximately $200 million of assets under management-Provided written and verbal thought leadership on macroeconomic and fund-specific developments to advisors to facilitate client communications-Performed in-depth research across all major asset classes including equity, fixed income, structured products and REIT securities-Developed sector templates and comparative screening tools to evaluate current and prospective funds on firm's OCIO platform-Monitored and regularly evaluated client portfolios by strategy, asset class, credit exposure and position concentration

Voting Member, Investment Policy Committee-Performed in-depth manager due diligence on hedge funds, alternative investments and traditional equity & fixed income investments-Sourced ongoing investment ideas and assess emerging hedge fund managers for addition onto firm’s investment platform-Led trading for firm’s $450M+ investment portfolio, responsible for daily trading of ETFs, mutual funds, equities, bonds, derivatives and structured products -Constructed and developed in-house trading platform to improve operational efficiencies, obtain best execution and eliminate cash-drag on client portfolios-Developed investment proposals and prepared portfolio analyses for prospective HNW and ultra-HNW clients -Implemented complex systems and workflows to improve new client implementation process and streamline interdepartmental procedures

-Prepared and delivered comprehensive financial plans to clients through hands-on data gathering, development of current net worth and cash flows, asset reallocation, retirement, risk management and projected estate analysis for current and prospective high-net-worth families-Analyzed client data in order to design and develop financial plans to address client needs based upon their investment time horizon, risk tolerance, and financial resources-Utilized financial research software to analyze and illustrate differences between existing and proposed portfolios for client review-Coordinated with Directors and Wealth Advisors to develop asset allocation and investment recommendations for client portfolios including taxable accounts, defined contribution plans, annuities and variable insurance contracts

- Led group of six administrators and consultants in implementing use of Salesforce.com CRM Enterprise-Reconciled quarter-ending financial statements valued to $440M+ in adherence to NFA regulatory compliance standards-Drafted written procedures and constructed compliance checklists for on-site reviews of NYC satellite office