Built investment practice from ground-up growing assets to over $12 Bn. Investment Experience• Managed third-party equity products (Thematic, Global Dividend, Dividend Growth, SMID). • Managed $1Bn insurance equity allocation (Momentum, Low Volatility, Quality).• Excellent active equity performance with two of three strategies in top quartile, all three above median.• Provided both strategic and tactical asset allocation support for the $40Bn insurance general account.• Managed Asset Allocation funds (Target Risk, Target Retirement, 529 and structured solutions).• Strong Asset Allocation fund performance with thirteen of fourteen funds above median and six in the top-quartile. • Led passive equity group (US, EAFE, Emerging Markets, Kokusai Hedged, and Topix strategies).Product/ Business Development• Grew equity Investment Trust business to $2Bn in seven years, selling almost $300Mn annually.• Supported sales force through sales calls, periodic marketing e-mails / podcasts and conference presentations. • Built Thematic infrastructure to review companies and assess portfolio positioning across key long-term themes.• Created equity product with patent pending on dividend enhancement feature.• Launched and managed innovative (patent-pending) controlled volatility fund for annuity platform.Investment Process• Developed extensive quantitative infrastructure to support Hartford’s insurance account and third party products.• Worked with asset liability team to develop long-term strategic model for all Hartford insurance portfolios. • Led quarterly tactical asset allocation for the Hartford’s insurance portfolios. Other• Published quantitative investing chapters in two Fabozzi/Markowitz textbooks. • Created several research articles which led to interviews and columns in the Wall Street Journal.• Taught investment classes at Yale and Princeton.

Performed quantitative research for Large Cap Growth fundamental team.• Part of Large Cap Growth team, incorporating quantitative analysis into a fundamental investment process.• Worked with fundamental sector analysts to create new stock selection factors.• Built infrastructure for quantitative research group by managing data system development and creating a flexible testing system using Excel front-end and SAS back-end.• Published research on price momentum and estimate revisions that led to interviews for Wall Street Journal articles.

Responsible for building money management practice while generating revenue from new products and consulting. • Formed and managed multiple quantitative strategies (Core, Deep Value and Quality Growth).• Created long/short strategy which ultimately grew to $300 Million.• Managed research process and created joint investment methodology across two quantitative research firms.• Created asset/sector allocation report based on fundamental and technical analysis and marketed to clients.• Consulted on valuation and shareholder value topics for Northrop Grumman, Deloitte & Touche Consulting, CNA Financial and built software with Softbank backed company.

As a manager in the insurance practice, responsible for multiple projects including corporate valuation, investment management market entry, and benchmarking the firm’s proprietary VaR methodology

Led client-based team that developed program saving $30Mn annually in travel expenses for Prudential Insurance.