Consulting, advising, underwriting, and placement on technology lending, real estate transactions, and credit alternatives.

Investment BreadthLed securitized investment team for over 10 years and controlled up to $10 billion in AUM during my tenure. Have deep expertise in managing, analyzing, and trading securitized assets and corporate/private credit areas. Focus sectors are CMBS/SASB, CLOs, esoteric ABS, Agency CRT, Agency RMBS, RMBS, corporate debt, and niche private credit. Managed total return, hedge fund, opportunistic, insurance, ETFs, and mutual fund portfolios. Track RecordConsistent performance with rankings of Top Decile 10 Yr eVestment US Securitized Universe for Absolute Return Mortgage, Top Quartile 10 Yr eVestment US Securitized Universe for Total Return Bond Strategy, Top Decile 10 Yr eVestment Enhanced Cash Universe for Multi-Sector LIBOR Plus, and Top Quartile 20 Yr for Active Core Client Multi-Manager Program.

Co-managed multibillions in securitized asset and Active Core strategies across the risk spectrum. For higher quality strategies: designed and managed the TALF CMBS AAA fund and led portfolio decision making in Active Core strategies. For lower quality strategies: was Co-PM on the Distressed Mortgage Opportunity fund seeded in 2008 that focused on RMBS/CMBS, controlled the CMBS, esoteric ABS, and corporate CDS allocation in Structured Arbitrage Fund, and invested HY CMBS, esoteric ABS, and RMBS in the Global Structured Credit Opportunity Fund. Designed and implemented the CMBS and corporate credit investment process.

Managed CMBS, ABS, and corporate credit allocations in various strategies and performed analysis, trading, and modeling on securitized assets and corporate debt.

Handled modeling, security analysis, and pricing on Agency MBS and ABS.

Performed brokerage, shareholder, and mutual fund portfolio services.