Co-Portfolio manager for Envestnet's Global/Macro Liquid Endowment Portfolio product set. Construct institutional caliber proposals for existing clients and new business opportunities in excess of $2MM. Serve as product expert for all proprietary product lines as well as non-proprietary SMAs, Fund Strategists, Mutual Funds and ETFs. Perform detailed analysis on new and existing asset allocations, sector weightings, expense ratios, portfolio yields, and relative benchmarks for advisors and institutional client portfolio through the use of in depth data bases such as Morningstar Direct, Northfield and Zephyr. Build and deliver individual and industry conference presentations to increase assets under management while keeping asset redemptions at a minimum by developing extensive working relationships with our enterprise and advisor level clientele.