Family Office

Provide investment consulting services to family offices, endowments and foundations.

Lead investment person for TIAA’s outsourced CIO business offering fully discretionary Yale-style endowment portfolios to endowments and foundations. Served as the sole portfolio manager for approximately $3 billion in client assets. Actively engaged with client investment committees on a regular basis. Developed a successful 8-year investment track record that outperformed its policy portfolio benchmark with strong performance across key traditional and alternative asset classes.… Show more Lead investment person for TIAA’s outsourced CIO business offering fully discretionary Yale-style endowment portfolios to endowments and foundations. Served as the sole portfolio manager for approximately $3 billion in client assets. Actively engaged with client investment committees on a regular basis. Developed a successful 8-year investment track record that outperformed its policy portfolio benchmark with strong performance across key traditional and alternative asset classes. Presenter and panelist at numerous industry conferences. Show less

Managed a front and back office due diligence team of 12 people responsible for sourcing, approving and monitoring of third-party investment managers across both traditional and alternative asset classes including private equity, venture capital, private real estate and hedge funds. Sole portfolio manager for all client portfolios. Conceived and implemented an innovative portfolio construction approach for a major SRI client with significant investment restrictions.

Instrumental in developing TIAA’s OCIO business from inception by building out the investment team, investment process, thought leadership, client relationship model and offering structure.

Provide strategic and investment consulting services to family offices, hedge funds and broker-dealers. Assisted broker-dealer in selecting joint venture partner for fund of hedge fund initiative. Served on the Advisory Panel for an alternative asset management business.

Managed an 18 person investment team directly responsible for all aspects of hedge fund manager sourcing, approval and monitoring at Glenwood, the bottom-up oriented fund of hedge fund subsidiary of Man Group, plc. Chairman of an Investment Committee overseeing over $5 billion in AUM allocated across multiple risk/return profile client portfolios. Expert in manager evaluation/allocation across all major hedge fund strategies. Developed investment processes for Glenwood to consistently… Show more Managed an 18 person investment team directly responsible for all aspects of hedge fund manager sourcing, approval and monitoring at Glenwood, the bottom-up oriented fund of hedge fund subsidiary of Man Group, plc. Chairman of an Investment Committee overseeing over $5 billion in AUM allocated across multiple risk/return profile client portfolios. Expert in manager evaluation/allocation across all major hedge fund strategies. Developed investment processes for Glenwood to consistently perform industry leading bottom-up due diligence. During the initial two years as CIO successfully led a comprehensive restructuring of of the manager roster and risk/return profile of Glenwood’s flagship portfolio. Show less

Member of an eight person investment committee. Actively involved in the sourcing and approval due diligence of all new hedge fund managers. Responsible for ongoing due diligence on up to 35 existing hedge fund managers across all major hedge fund strategies.

Lead individual responsible for comprehensive qualitative and quantitative due diligence for a concentrated multi-strategy fund of hedge funds within a family office environment. Developed a rigorous due diligence framework for evaluating managers including extensive historical reviews of manager portfolio holdings and risk exposures. Actively positioned the portfolio to take advantage of market and asset class dislocations. Selectively invested in private equity partnerships and direct… Show more Lead individual responsible for comprehensive qualitative and quantitative due diligence for a concentrated multi-strategy fund of hedge funds within a family office environment. Developed a rigorous due diligence framework for evaluating managers including extensive historical reviews of manager portfolio holdings and risk exposures. Actively positioned the portfolio to take advantage of market and asset class dislocations. Selectively invested in private equity partnerships and direct private equity deals. Worked closely with accounting and tax personnel to maximize after-tax investment performance. Show less

Managed the Bank’s global commodity and equity derivatives business. Responsible for the legal, operational, portfolio management and trading aspects of the start-up equity derivatives business from initiation.

Instrumental in developing all aspects of the commodity derivatives business with respect to pricing, trading and risk management including exotic option and term structure pricing/hedging models. Traded extensively in long-dated crude oil, heating oil and natural gas swaps and options.

Market-maker and trader within FNBC's globally-ranked interest rate swap derivatives business. Promoted in 1998 to Head U.S. Dollar Swap Trader responsible for deal structuring, market-making pricing/positioning and portfolio management of the global U.S. Dollar interest rate swap portfolio. Traded swaps in LIBOR, commercial paper and prime rates.