As a member of the Wealth Management Group, I manage discretionary portfolios for high net worth individuals and institutions. I am primarily responsible for asset allocation, risk management, portfolio analysis and trading, tax management, and client service.

Jun 2003 - Oct 2008, Assistant Portfolio ManagerI was a member of Specialized Investment Management Team managing approximately $2 billion in assets for both high net worth individuals (including personal assets, custodial accounts, and trust and estates) and for small to mid sized institutions (including endowments and foundations, operating money, and pension plans).May 2000 - May 2003, Analyst, Institutional Marketing and Client ServicesI was a member of the endowment, foundation, and family office team, managing relationships worth approximately $1 billion in assets.