• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products

Teaching Corporation Financial Management class.

I specialize in providing customized financial solutions to individual clients. From investments and asset allocation to protecting client's earnings and other insurance needs, I help my clients gain control over every aspect of their financial life.

Family Office. Focus on identifying investment opportunities across a wide range of strategies, including hedge funds and traditional managers. We like to invest in smaller managers, as they tend to provide better performance due to their nimbleness and grit.

Founding member of the alternative investment team.Responsible for managing the firm's alternative investment portfolios.Identified and selected prospective managers across all hedge fund strategies. Performed investment due diligence on new managers. Marketed new products to prospective HNW and institutional clients.

Responsible for co-managing the firm's Multi-Strategy portfolios.Actively involved in selecting prospective managers across all hedge fund strategies. Identified and performed investment due diligence on new managers for the firm's CTA allocations. Monitored existing managers in the CTA and Credit strategies.Part of a three-man group to select a Managed Account Platform for the firm-wide application.Met with existing and prospective clients.

• Member of the Origination team responsible for an identification and selection of long/short equity managers for various internal platforms.• Created and maintained clients’ model portfolios for the internal distribution within the firm’s “Advice and Guidance” program.• Negotiated business terms with selected managers for each of the platforms.• Worked closely with the sales team to create customized portfolios for non-US institutional clients.• Provided advice and guidance and marketed hedge fund products to individual clients.• Identified and selected new managers for the existing and new products.• Coordinated an on-boarding process for each manager.• Assisted in the distribution and marketing of individual managers to the retail clients.• Actively participated in developing new multi-manager products.

• Responsible for co-managing over $2 billion in assets across various hedge fund strategies. • Monitored existing managers’ investments and make allocation decisions amongst the firm’s Global Long/Short Equity managers.• Researched and selected new hedge fund managers by performing qualitative and quantitative analyses. • Interviewed over 200 prospective hedge fund managers per year. Directly responsible for identifying and hiring over 20 core managers.• Wrote monthly commentaries for the firm’s Global Long/Short Equity and Global Macro portfolios.• Met with clients to discuss monthly performance of global long/short equity and macro managers in their portfolios.• Participated in developing new multi-manager products based on clients’ requirements.

• Monitored performance and conduct due diligence on hedge fund managers in existing funds. Main strategies included: Global Long/Short Equities, Macro, Event Driven, and Risk Arbitrage. • Performed portfolio optimization and quantitative analysis of multi-manager products.• Directly participated in making asset allocation decisions.• Researched and selected new hedge fund managers by performing qualitative and quantitative analyses.• Generated written reports on prospective hedge fund managers.• Developed customized fund of funds products based on clients’ requirements.

• Evaluated and analyzed performance of domestic and international institutional accounts with the total market value in excess of $5 billion. • Prepared custom tailored performance reports in strict adherence to AIMR standards.• Created and maintained various AIMR compliant manager composites.• Consulted financial advisors on quantitative characteristics of the performance.

Analyzed daily cash flow and allocate money between long-term and short-term trades.Resolved settlement problems and worked with corporate actions.Prepared financial statements and support work-papers for semi-annual and annual reports.

Daily responsibilities: NAV check; review of working trials.Monthly responsibilities: asset allocation reports; purchase and sale reconciliation; analysis of accrued expenses; dividend calculations; month end proof reports.