I provide analytical and strategic insights to the Global Fixed Income team. My current country coverage includes Central Emerging Europe Middle East and Africa (CEEMA), the UK, and Germany while previously having covered the Eurozone. Additionally, I’m responsible for integrating Environmental, Social and Governance (ESG) factors into the investment research process. I am also a regular contributor to our investment blog, Around the Curve.

I am the client advisor to 30 relationships (including both individual and high net worth individuals), totaling $2.2 billion in global fixed income assets. I participate in fixed income investment strategy interacting with co-portfolio managers. I have provided investment recommendations to the fixed income team and have authored several articles on portfolio holdings. I work with the sales team in new business development and consultant interaction. I am the primary client intermediary, assessing client needs, delivering the investment message, and help clients understand the rationale behind investment decisions and the portfolio impact

I provided asset allocation and portfolio strategy advice to large institutional clients. I was responsible for $2 billion in defined benefit assets and $11 million in annual revenue. I successfully cross-sold new business totaling $300 million in new assets. I authored and delivered quarterly investment reviews and capital market commentary to institutional clients and 7,000 registered investment advisers

I headed and led bank trust division’s investment process, investment strategy, and economic, equity and fixed income research, directing the investment of $14.5 billion in assets. I chaired and managed the Investment Strategy Committee (a group of senior investment professionals). I was responsible for strategic asset allocation, tactical asset allocation, new asset class introduction, and equity and fixed income sector selection.

I managed the economic and equity research groups supporting the investment of $26 billion in discretionary personal assets. I chaired Equity Strategy Committee, with responsibility for the creation, evaluation and oversight of acceptable equity securities, as well as reviewing and approving all additions to security guidelist, company reports and rating changes prior to internal and external dissemination

I developed macroeconomic forecasting models utilized by bank trust division and security analysts, both equity and fixed income.