Director, Greenwich Private Equity. Sector focus includes, but not limited to, Aerospace and Real Estate financing.

We are an alternative investment management boutique focusing on family offices, private banking, endowments, foundations, and other consulting activities. Our investment universe includes, but is not limited to:1. Equities2. Fixed Income (UST's, et. al.)3. Options4. Futures5. ETF's: un-levered, levered, sector, indices, inverse.6. Open-end Mutual Funds7. Closed-end Mutual Funds8. Private Equity9. Private Credit10. ESG Vehicles

High Yield (US, European, Global, ESG), Leveraged Loan, Multi-Credit, and EMD Client Portfolio Manager.Hired and collaborated with the CEO, CIO, COO, and Senior Portfolio Managers to become NCRAM's first Client Portfolio Manager & Product Specialist since 1991. Revamped marketing materials by innovating investment philosophies, mobilizing existing processes, and adding a comprehensive credit market review and outlook section. Designed, secured capital, and implemented new high-yield… Show more High Yield (US, European, Global, ESG), Leveraged Loan, Multi-Credit, and EMD Client Portfolio Manager.Hired and collaborated with the CEO, CIO, COO, and Senior Portfolio Managers to become NCRAM's first Client Portfolio Manager & Product Specialist since 1991. Revamped marketing materials by innovating investment philosophies, mobilizing existing processes, and adding a comprehensive credit market review and outlook section. Designed, secured capital, and implemented new high-yield strategies and portfolios in collaboration with the CIO and High Yield Portfolio Managers. Controlled all strategy and investment messaging and materials. Surpassed corporate expectations by increasing AUM by $23bln through the creation of superior marketing materials, presentation skills, a deep understanding of capital markets, and extensive travel (2 weeks a quarter in Europe, 4 weeks a year in Asia and Australia, 3 weeks a year in the Middle East, 2 weeks a year in South America, and extensive travel throughout North America.)• Expertly shifted the corporate's client base to +95% institutional separate accounts and vehicles with <5% Japanese retail.• Recognized for attaining a $23B increase (from $8B to $31B) in a decade through strategic vision, planning, and execution.• Governed the successful launch of the first 40 Act US High-Yield Open-End Mutual Fund, European high yield/global high-yield strategies, ESG Global High-Yield Mandate, and BB/B High-Yield ETF in 2012, 2014, 2018, and 2021, respectively.• Strategically converted Global High Yield UCITS vehicle into an article 9 (binding) ESG Global High-Yield vehicle as well as grew US High Yield UCITS vehicle from $90M in seed capital to $4B in AUM.• Handpicked to stabilize the institutional client base and shift the underlying asset mix away from the volatile Japanese Retail channel (~95% of AUM).• Complimented for establishing the Risk Oversight Committee and being positioned as a signatory to UNPRI in 2013. Show less

Directed and coordinated the development and implementation of investment portfolios for endowments and foundations while managing assets worth $3.5B of 15 institutional clients. Leveraged a proprietary forward-looking yield curve-based term structure model and generated future economic scenarios and asset class returns. Derived statistical summaries, consisting of medians, standard deviations, Sharpe ratios, and percentiles for each asset class over a 20-year period.• Supported data-driven… Show more Directed and coordinated the development and implementation of investment portfolios for endowments and foundations while managing assets worth $3.5B of 15 institutional clients. Leveraged a proprietary forward-looking yield curve-based term structure model and generated future economic scenarios and asset class returns. Derived statistical summaries, consisting of medians, standard deviations, Sharpe ratios, and percentiles for each asset class over a 20-year period.• Supported data-driven decision-making process by quarterly presenting investment results, points of view, and market outlook to endowment and foundation investment committee and board members. Show less

HSBC Global Asset Management Credit Analyst, Portfolio Manager, High Yield Fixed IncomeDemonstrated strong fundamental credit analysis in identifying investment opportunities in the new issue and secondary high yield markets. Reported to and worked closely with the Global Head of High Yield to ensure the seamless implementation of investment ideas and execution of USD and Euro corporate credit trading responsibilities for both institutional separate accounts, mutual funds, and other… Show more HSBC Global Asset Management Credit Analyst, Portfolio Manager, High Yield Fixed IncomeDemonstrated strong fundamental credit analysis in identifying investment opportunities in the new issue and secondary high yield markets. Reported to and worked closely with the Global Head of High Yield to ensure the seamless implementation of investment ideas and execution of USD and Euro corporate credit trading responsibilities for both institutional separate accounts, mutual funds, and other commingled vehicles. Functioned as a member of the Halbis Global Credit Research platform, including Credit Analysts in New York, London, Paris, Dusseldorf, and Hong Kong.• Member of seven-person High Yield Team that was lifted out of Credit Suisse Asset Management (CSAM) in April 2005.• Provided coverage of the Aerospace & Defense, Capital Goods, Machinery, Home Builders, Building Products, and General Industrial High Yield sectors.• Served as co-portfolio manager of the Global High Yield Strategy, including the HSBC Global High Yield mutual fund• Tracked investment opportunities in the leveraged finance marketplace, including US and European high-yield issuers, leveraged loans, CDS, and CDX. Backed high-yield portfolios and global research platforms by conducting in-depth industry and credit-specific research.Sectors Covered: Homebuilders & Building Products, Aerospace & Defense, Industrials, and Machinery. Show less

Credit Suisse Asset Management (CSAM) Credit Analyst, CPM High Yield Fixed IncomeDelivered robust support in deploying top-down sector allocation and security selection strategies as a Global Fixed Income Investment Committee Member and Co-Manager of Credit Suisse High Income Fund & Credit Suisse Global High Yield Fund. Assisted the senior management in conducting a risk analysis of high-yield portfolios and investigating market environments.• Provided coverage of the Aerospace &… Show more Credit Suisse Asset Management (CSAM) Credit Analyst, CPM High Yield Fixed IncomeDelivered robust support in deploying top-down sector allocation and security selection strategies as a Global Fixed Income Investment Committee Member and Co-Manager of Credit Suisse High Income Fund & Credit Suisse Global High Yield Fund. Assisted the senior management in conducting a risk analysis of high-yield portfolios and investigating market environments.• Provided coverage of the Aerospace & Defense, Capital Goods, Machinery, Home Builders, Building Products, and General Industrial High Yield sectors.• Conducted macro and quantitative analysis of leveraged finance asset classes to determine the current stage of the credit and economic cycle. Show less

Investment Bank

Intern at the International Trade Administration, U.S. Department of Commerce