My career in the investment industry has given me perspective from many different angles and has provided a unique view of the institutional investment landscape. I spent over ten years in portfolio management building wealth for institutional clients including defined benefit pension plans, defined contribution plans, foundations, endowments, insurance companies and managed a mutual fund focused on income. My interest then turned to consulting and I held senior investment consulting roles advising clients on long term strategic investment and worked with high profile clients in both the public and private institutional market place. My most recent role in consultant relations combined my prior experience as both a portfolio manager and consultant to help meet the investment needs of consultants and their clients.
Listed skills include Asset Allocation, Investment Strategies, Investments, Portfolio Management, and 20 others.