Chief Investment Officer
Current-- Lead all investment-related activities for $3 billion AUM wealth management group. Set policies and formulate asset-allocation strategies for 3,000+ high net worth and institutional client accounts. Oversee all portfolio management and trading in client accounts. Develop economic and market-oriented perspectives through fundamental research, technical analysis, and direct interaction with political and business leaders.-- Provide investment insight to clients and general public through frequent written commentaries, public speeches, television appearances, and social media. Conduct frequent public seminars on investment topics for groups of 40-60 clients at each event.