Managed team with the objective to protect and grow client assets of $3.0 billion while helping clients achieve their financial goals. Designed and implemented asset allocation, security selection, due diligence, and trading processes and procedures. Chair investment committee delivering tax aware client portfolios with lower volatility than public markets across public and private equites, bonds, and real estate. Determine capital markets assumptions driving client financial plans.• Managed growth of AUM from $500 million to $3.0 billion in four years – Implemented policies and procedures to manage growth through model portfolios. Implemented process to transition $700 million in new advisor AUM to Pallas models. Trained, developed and mentored team managing this growth.• Asset allocation includes private market assets. Pallas has curated a custom line up of private market managers to enhance the Sharpe ratio of client portfolios.• Designed and implemented proprietary Pallas stock portfolios – Lead portfolio manager for Pallas US Core, Pallas US SMID cap, and Pallas ESG stock models. High quality, earnings compounders with low turnover portfolios. Owning stocks directly lowers fees for clients and enables tax loss harvesting. • High touch, bespoke client service. Customized asset allocation and security selection encapsulating specific client circumstances. Delivered via one-on-one meetings, webcasts, podcasts, and weekly written publications.

Govern $10 billion in AUM across 20+ strategies inclusive of EAFE, EM, Global, Thematic and Outcome Oriented. Ensure investment philosophy and process adherence/improvement and grow the franchise. Mentor and develop investment teams comprising 15 people. Led implementation of systematic approach to Environmental, Social and Governance (ESG) principles. Advocate for integration of fundamental and quantitative tools for alpha generation and portfolio construction. • Designed and implemented ESG procedures for Active Equity Division - comprehensive process incorporates equity portfolio and stock selection procedures to increase alpha and raise awareness of potential issues. Developed new marketing collateral as well as internal ESG @ Mellon Symphony page.

Created robust philosophy and repeatable process for managing EAFE large and small cap strategies. Systematic approach provides consistent returns and high information ratios through market cycles driven by stock selection. Process integrates best of breed from fundamentals, quantitative tools, portfolio construction, and ESG factors. • Catapulted EAFE Large and Small Cap AUM 450% to $3.5 billion and rejuvenated annual portfolio performance by +500 basis points (2009 – present) having integrated fundamental and quantitative processes, improved quantitative models, instituted barbell portfolio construction, increased active share, and limited volatility.

Managed consumer staples and cyclicals sectors across international large cap, international small cap, and emerging market strategies. Combined fundamental and quantitative alpha inputs to generate outperformance.

Global portfolio manager on the $10 billion Putnam Global Equity Fund responsible for the consumer and technology sectors. Performance of product consistently above median over 3 and 5 yearsHead of Consumer Research Team and Portfolio Manager. Managed team of eight investment professionals covering 200+ US consumer and media stocks. Portfolio manager for consumer sector in $1 billion Putnam Research Fund.

Top quintile global consumer analyst with in depth experience in retail and consumer staples. Co-managed consumer sector in the Putnam Research Fund.

Initial role was supervisor of mutual fund accounting team. Promoted to manger of pricing operations and managed staff of nine that priced $200 billion in assets daily.

Progressed from mutual fund accountant to supervisor in two years. Selected to work a coveted rotation in Toronto, ON office to resolve backlog of accounting issues.