Experienced equity mutual and institutional fund manager. Currently lead manager overseeing three teams of 11 investment professionals and four equity strategies totaling over $3 billion AUM, with over $400 mm of new assets raIsed in 2020. Top Lipper decile performance and benchmark beating record over short and long term. Strategies include LCV, MCV, Equity Income and High Quality Core. Extensive investment, management, and marketing skills. Investment experience includes predominately equity mutual fund and institutional account fund management across a variety of market caps and styles, and also includes experience with high yield fixed income and convertible debt, synthetic convertible debt, futures and options. Experienced using, interpreting, and explaining quantitative measurement and analysis tools and techniques. Tenured manager of ultra high net worth accounts. Managed a team of assistant fund managers, traders, assistants and research analysts. Proven ability to forge relationships across multiple constituencies, communicate compellingly and clearly, and develop and present a variety of marketing materials.
Listed skills include Asset Management, Equities, Investments, Mutual Funds, and 22 others.