Oversee the investment and financial planning process for Midland Wealth Management across the trust, RIA and retirement services platforms.Key areas of focus are:Oversight of the asset allocation and manager research process. Coach and manage a team of 12 across investment management and financial planning roles. Assist in designing and managing various investment strategies that cover the spectrum of public and private markets. Provide thought leadership within the organization and the broader investment industry. Help manage current key client relationships.Assist in new sales efforts.Midland Wealth Management is a trade name used by Midland States Bank, Midland Trust Company, and Midland Wealth Advisors, LLC, a registered investment adviser. Investments are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal.Midland Wealth Management may utilize third-party websites, including social media websites, blogs and other interactive content. Midland Wealth Management considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Midland Wealth Management generally retains copies of information that Midland Wealth Management or third parties may contribute to such sites. This information is subject to review and inspection by the CCO of Midland Wealth Management or the securities regulators.Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Midland Wealth Management’s advisory persons after entering into an advisory agreement and provided Midland Wealth Management with all requested background and account information.

Working within the S&P Dow Jones Indices Wealth Management Channel team, I had a focus on distribution and lead the client management efforts for multi-asset and risk control indices. Most of these responsibilities were within the insurance distribution marketplace.Most of my time was spent providing education and training on S&P indices and included work with insurance distribution teams, IMO/FMO distribution teams, and financial advisors.

In this role, I was the acting Chief Investment Officer (CIO) and had the following responsibilities:Chair of Wealth Management Investment Committee (WMIC)Manage the strategic and tactical asset allocation for client portfolios including the development of internal capital market assumptions (CMA's) used for financial planning and portfolio optimizationDue diligence and oversight on traditional and alternative fund managersDevelop and maintain modeled strategy portfolios for our Wealth Advisors (WA's) to use for guidance on portfolio constructionManage and oversee portfolio management tools and softwareAnalyze prospect portfolios to highlight benefits of moving to our investment processCreate quarterly and ad hoc economic and market updatesManage custom bond portfolios for large client relationshipsPartner with and coach WA's to help with clients and prospects

As a portfolio manager with The Private Client Reserve, my responsibilities included developing and implementing customized investment strategies for a select group of high net worth families and institutions. The portfolios were tailored to specific client investment objectives involving risk tolerance, income needs, expected return, tax situation and time horizon, among others. Investment solutions included individual portfolios of stocks, bonds, ETFs, third-party SMA's, and non-traditional assets such as hedge funds, private equity and commodities. Portfolios were managed using a rigorous asset allocation and research discipline that enables the ability to respond to changes in market or client circumstance with timely action and advice.

Member of Active Equity team providing custom equity solutions including Tax Advantage Equity (TAE), Quality Dividend Focus (QDF), and Small-Value Tilt (TILT) strategies. Accounts were managed to various domestic, international, and custom indexes. Typical clients are high-net-worth individuals, institutional investors, insurance companies, nuclear decommissioning trusts (NDT's), settlement trusts, and VEBA's.

My role involved managing the Tax Optimized Equity Strategy. The key focus of the strategy was to achieve pre-tax returns that mirror the selected equity benchmark while extracting a portable tax alpha that can be used to minimize the client's taxes. As more asset classes generate short term gains that are passed down to the client to pay at a higher tax rate, the strategy becomes more effective in reducing the effective tax rate of the investments while minimizing the tracking error with the index. The key responsibilities of my position included:Day to day management of the strategyTechnology infrastructureMarketingProduct management

As an MDS Investment Manager, my key duties revolved around managing client's portfolios to various strategies our group maintained. We specialized is in implementing a 4 asset class portfolio construction with a disciplined rebalancing schedule. I gained experience trading mutual funds, ETF's, stocks, bonds, common trust funds, and private placement funds covering the equity, fixed income, real asset, and complementary asset classes.