Director, Portfolio Consulting Group
▪️ Consulting role, representing the Chief Investment Office in thought leadership, portfolio construction, and account acquisition for the New York City market.▪️ Worked with Merrill Lynch Financial Advisors and their UHNW clients and prospects (minimum AUM $10M) to deliver the firm’s guidance on the best way to meet a client’s investment objectives through a range of traditional and alternative strategies.▪️ Exceeded targets annually based on bespoke scorecard, which measured levels of engagement, total AUM, CIO guidance provided, and improvement of underperforming portfolios.▪️ Designed and implemented effective portfolio diagnostics and solutions for underperforming investments.▪️ Ensured appropriate asset allocation and product recommendations were delivered.▪️ Optimized portfolios while mitigating risk and saving cost.▪️ Increased firm focus on ESG / sustainability and impact investment; Merrill Lynch Corporate Ambassador for Sustainability and Impact Investing, driving understanding of key themes and challenges.▪️ Partnered with leadership, due diligence, and impact investing teams to educate advisors and clients on investment themes and solutions.▪️ Supported executive leadership in improvement of systems and procedures to optimize client portfolio construction and goals-based investing targets.▪️ Improved collaboration with Merrill Lynch investment analysts and strategists.▪️ Conducted extensive advisory consultations and client prospect meetings to represent market views and resources.▪️ Delivered detailed analytics, strategic asset modeling, and related presentations to support advisors.▪️ Provided competitor intelligence and due diligence across internal and third-party investment model portfolios.
