Investment professional with over 20 years of experience serving the institutional, non-profit, and ultra high net worth markets. Skilled at relationship management, client development, and team building. As the head of Institutional Outsourced Chief Investment Officer (OCIO) solutions for Wilmington Trust, I oversee a business dedicated to providing investment advisory services to institutions and nonprofits. My team uses their unique experience and knowledge to develop, manage, and serve some of Wilmington Trust’s largest institutional and nonprofit client relationships.
Listed skills include Portfolio Management, Developing Client Relationships, New Business Development, Asset Management, and 18 others.