Generalist with a focus on lower middle market buyouts, private energy, and private credit. Exposure to venture capital, listed equities, and marketable diversifiers.

• Authored over 15 investment strategy research reports and presented recommendations to investment committees across public and private credit markets. Worked with Advisors to implement strategies into client portfolios, with investment recommendations receiving over $200 million in client exposure. • Established private debt co-investment program. Sourced, underwrote, and invested in two private debt co-investments (CLO equity and non-sponsored mezzanine debt). Worked in conjunction with the private equity team to review more than 10 co-investments, providing peer review feedback.• Created a multi-manager portfolio optimization tool to construct multi-asset class evergreen credit portfolios. Utilized internal data warehouse to create a returns-based Sharpe Ratio optimizing and liquidity model. Performed drawdown and liquidity-stressing scenarios to guide portfolio weighting parameters. • Developed Fact Set-based portfolio dashboard to monitor investment positioning, characteristics, and risk metrics. Performed ad-hoc market research to assess market impacts to investment portfolios. • Lead department training on Fact Set, Preqin, and Bipsync to research and consulting team and also new hire onboarding covering the research department’s philosophy, process, and systems. • Coordinated with client-facing advisors to implement best ideas into client portfolios. Reviewed and provided insights into portfolio construction or public and private fixed income portfolios.

Performed or assisted the core activities of the group by applying knowledge learned to drive business results (e.g., deal, sales, process support, internal or external customer interaction, or supporting internal projects). Participated in social learning within the organization and in formal learning (e.g., classroom, web-based or virtual) and completes related activities and projects. Supported the internal and external customer experience by providing excellent service at all times; takes accountability and ensures problem resolution