Partner
CurrentConstructed and led a team responsible for the delivery of the multi-asset class client investment experience, including prospecting, portfolio tailoring, and on-going relationship management in directly contributing to building the Outsourced Chief Investment Officer business from start-up status to over $100 billion in U.S. assets under management. Lead presenter and directly accountable in representing overall investment and value proposition to prospective clients accounting for over $20 billion in new asset under management mandates, while coaching and directing colleagues in the preparation for countless other successful new pursuits. Achieved near full retention of the organization’s largest clients with no client losses related to satisfaction or rebid, while continuing to currently maintain many multi-decade and highly-referenceable relationships.