As Chief Investment Officer, I derive and monitor our client asset allocation models and security selections. I analyze current economic conditions and market dynamics to populate our investment consideration set. Additionally, I am constantly evaluating new managers, investment categories, as well as providing diligence on private investments. Finally, I am responsible for composing our client education and market update correspondence as well as engaging in client consultation to determine investment objectives and risk tolerance that drive portfolio construction.

AbleLight provides support for people with intellectual and developmental disabilities that enables them to live full lives in their communities across the country and around the world. AbleLight's 3,000 dedicated employees provide residential and supported-living services to nearly 2,000 adults with developmental disabilities across 300 program locations across the U.S.

Head of Institutional Equities for West Coast. Managed a 16 person team inclusive of domestic and international research sales, sales trading, programs and derivatives. Acted as lead coverage for BlackRock, Allianz, Citadel, Balyasny, Surveyor, Aptigon, PFM, Ivory, Soma, Alta Park and Pacific Grove.

Managed the Central Risk Book for US Equities which involved risk management, hedging, and liquidation of a portfolio of securities comprised of our facilitation flow. Was responsible for pricing Equity Capital Market block trades as well as large block merchandise for the US Cash Equity business. Managed a proprietary book comprised on fundamental and quantitatively derived investments involving equities, futures, and index options.

I held multiple positions throughout my tenure. I started my career in Institutional Sales. I was responsible for the Texas territory and a team of four before transitioning to a hedge fund sales team. Following that, a colleague and I created a hedge fund research product for the firm called Integrated Strategies where I crafted published written content that was distributed to our equity clients. That later morphed into a proprietary trading book that I helped manage.