Built over three decades in the financial industry my exemplary record designing and implementing disciplined investment strategies, leveraging analytical resources, and driving performance-enhancing decisions have rendered me an expert in determining and communicating high-level market trends supported by stock / sector-specific recommendations to align investment strategy for senior level investment committee, and sales / client relationship teams. A Chartered Financial Analyst (CFA) for more than three decades, I excel in:INVESTMENT EXPERTISE: I drive portfolio construction and risk control through a combination of asset selection, valuation, and correlation analysis. I have managed risk in line with the objectives for diversified and highly-concentrated portfolios with assets under management (AUM) up to $20B. PERFORMANCE KNOWLEDGE MANAGEMENT: A key collaborator in performance-enhancing knowledge management initiatives focused on improving information sharing across disparate portfolio teams and industry analysts, I utilize a research / trading team to deliver a cost-effective Exchange Traded Fund (ETF) solution, supplying global investment themes for heterogenous client accounts.RELATIONSHIP DEVELOPMENT: I have authored an institutional caliber quarterly “market review and outlook” newsletter, establishing trust, rapport, and partnership with hundreds of CEOs and CFOs across industries and investment organizations, increasing client retention and driving new business opportunities / development.INVESTMENT STRATEGY / INNOVATIVE THOUGHT LEADERSHIP: I regularly identify and communicate current market trends to analytical and relationship management teams based on a review of quarterly reporting and macro data. I anticipated and articulated the potential impact of inflationary and supply chain disruptions early in 2021, recommending a heavy exposure to energy and the financial sector as hedges.
