Strategic and Tactical Asset Allocation• Responsible for published strategic and tactical asset allocations for Wealth Management Americas• Created target-date glidepath models for qualified retirement plan participants• Tailored portfolios for UHNW clients, family offices, and foundations to align with their goals and objectivesInvestment Strategy and Portfolio Management• Published research on rebalancing, tax-loss harvesting, portfolio spending, investing lump sums, and hedging• Published actionable commentary on global market outlook and trends, investment themes, and wealth management concepts (banking, insurance, and human capital)• Created quantitative models for allocating around concentrated stock risk, GP interests, and stock options• Developed and published a monthly cross-asset implementation “Playbook” for financial advisorsGoals-based Wealth Management• Created UBS’ “Liquidity, Longevity, and Legacy” goals-based allocation model that combines liability-driven investing and a taxable endowment approach for private investorsQuantitative Modeling & Tool Development• Developed/coded various parametric and non-parametric Monte Carlo tools• Created bootstrapping analysis to model portfolio tail risk• Designed the prototype “3L App” that is now the most-popular portfolio proposal system at UBS• Developed a number of quantitative tools for partners and UBS advisors, including a portfolio risk contribution tool, a stochastic long-term care planning tool, and portfolio optimization tools• Created a cash-flow model for implementing private equity and private real estate portfoliosClient Engagement and Team Management• Participant in about 100 client meetings, calls, or events every year• Frequent commentator in TV/radio/print financial media (Bloomberg, CNBC, Wall Street Journal, IMCA, etc.)• Adept at communicating complex investment topics in everyday, jargon-free language

Instructor• Principles of Microeconomics• Financial Markets & Institutions

Investment Strategy• Head of Global Alternatives Investment Strategy & Member Alternative Investments Due Diligence Committee• Created and published educational reports and strategy publications for hedge fund and private fund offerings• Developed and maintained firm’s tactical asset allocation model (Black-Litterman)• Advised strategic partnership institutional clients on portfolio construction (outsourced CIO)• Developed factor analysis and liquidity duration models that were used for managing client portfoliosDiscretionary Portfolio Management• Advised strategic partnership institutional clients on portfolio construction in AI space (outsourced CIO)• Managed “ALTA” fund –commingled private equity, private real estate, and private real estate fund of funds• Maintained TAA model that was used for implementing firm-discretionary ETF portfoliosManager Selection and Due Diligence• Conducted in-depth product due diligence analysis for public and private equity managers• Worked with external consultant to maintain coverage of LB open-architecture manager platform