Managing Director And Client Portfolio Manager
CurrentI work directly on investment strategy that helps meet clients’ organizational goals and objectives. As the relationship’s primary contact, I attend all meetings and present market views, latest investment research and all analytics for the implemented strategy. My years of experience dealing with benefit plans allows me to provide a unique perspective. As a content expert for large Defined Benefit plans with unique benefit designs and I’m experienced in building custom LDI solutions for plans looking to hedge their liabilities and the associated corporate financial risks. Previous experiences enhance my ability to evaluate and recommend investment strategies across the investment spectrum of pooled accounts, separate account management, alternatives and derivative strategies. Experienced in liability carve-outs and full and partial terminations. Views plans as part of the larger corporate financial solution. Previous roles include responsibility for providing portfolio construction analysis and corporate financial advice and analysis to defined benefit clients as a Director for the Advisory Team. Currently, I continue to provide this advice and analysis for many clients in current role.