Seasoned private wealth management Chief Investment Officer with extensive experience in asset allocation, portfolio construction, high net worth and institutional client relationship management, and team leadership. Track record shows consistent outperformance with institutional and individual client accounts. Frequent public speaker, CNBC commentator, and seminar leader on investment topics.Specialties: Investment policy; risk management; tactical asset allocation strategies; portfolio construction; portfolio management; long/short hedge funds; mutual funds; investment strategy; fundamental equity research; strategic and operational assessments; financial analysis; investor communications; public speaking.
Listed skills include Portfolio Management, Equities, Investments, Hedge Funds, and 26 others.