➢ Director of research, fund search and selection across equity, fixed income, and multi-asset classes. Research focused on MPT, capture ratios, and true correlations.➢ Led portfolio manager servicing UHNW client accounts. Responsible for conveying asset allocation research and product due diligence, along with executing multi-asset portfolio construction and risk reporting.

Director of Investment Research for the $2.6B Weston Financial Group office. ➢ Led investment management research team conducting due diligence of over 150 traditional MFs, ETFs, and private investments across equities, fixed income, and alternative investing.➢ Built multi-asset, multi-manager investment portfolios for high net worth client portfolios with goals including growth, income, and preservation utilizing public and private investments.➢ Innovative in gaining access to Dimensional Funds (DFA) creating new factor based and ESG offerings, bringing in over $150m in client assets, and anchored new HENRY sales offering.➢ Portfolio Manager for New Century Portfolios fund-of-funds (FoF) company making all asset allocation judgment and portfolio construction decisions across four mutual funds.➢ Steered Investment Committee. Collaborated daily with financial advisors CFP and high net worth families to articulate market research, and portfolio construction.

Recruited to Investance's OCIO Investment Advisory Group, a subsector of the global management consultancy.➢ Led OCIO and multi-asset due diligence for traditional and wealth management clients, frequently presenting to Investment Committees, FAs, and high net worth families.➢ Built multi-asset model portfolios for goals ranging from income to aggressive growth.➢ Managed due diligence, including office visits, for over 100 different investment strategies.

➢ Managed the build out of analytical tools to facilitate real time portfolio and risk data.➢ Created multi-asset correlation matrixes and "market shock" scenarios to optimize global asset portfolios.

MBA internship on the global fixed income desk. Responsible for all daily and monthly portfolio analysis needs of the PMs, Sales, Traders, and Compliance staff.

The RIA group services and advises on portfolios ranging in AUM from $200mm to $10B investing in both public and private investments.

• Executed trading strategies for institutional and Hedge Fund clients. Reconciled daily trading and cash activity to ensure proper positions and trader credits.• Created and analyzed monthly and quarterly profit and loss, position, and trade failure reports.