Senior multi-asset class client portfolio manager and marketer, leveraging deep investment experience and down to earth relationship building skills to successfully grow and retain clients through intentionally differentiated engagement. Delivers capital market insights and investment portfolio positioning messages that convey accountability, conviction, and consistent confirmation of sound philosophical tenants to build trust and facilitate relationship expansion. Immediately credible with both sophisticated portfolio management and investment marketing teams in collaborating to define clients’ investment experience.
Listed skills include Portfolio Management, Relationship Building, Investment Strategies, Performance Attribution, and 10 others.