Managed investment portfolios and special projects through multiple market cycles focusing on investment strategy, asset allocation, risk assessment, and stakeholder relationships. • Led effort building alternatives allocation of P&C portfolio from 1% to over 12% achieving higher expected returns with lower asset volatility. • Improved risk return metrics and diversification re-allocating asset holdings from publicly traded BDCs and mezzanine funds to include private equity, private credit, infrastructure, energy, real assets, and venture capital over a 5-year period. • Refined manager selection, due diligence, and fund research by creating a repeatable framework and consistently implementing data gathering and on-site visit processes. • Implemented Efront software platform to automate accounting, performance management, and timely reporting of alternatives. Embedded diligence process markers into software ensuring compliance and process measurement.• Created “GP report card” utilizing KPIs built around quality, risk, relationship value, and performance. Leveraged analytical skills to formulate a statistical process to determine fund outliers that needed attention. • Evolved alts program to include co-investments to boost portfolio returns and reduce fee drag.• Led effort to include alternatives in pension portfolio. Used portfolio modeling to drive allocation and position sizing conclusions. Presented findings and received approval for alternatives allocation. • Authored and presented quarterly economic and market review to executive leadership team. Discussed implications of economic, market, and geopolitical issues influencing investment and business decisions.• Provided thought leadership regarding investment climate, economics, market forecasts, and risk appetite at bi-weekly investment committee meetings. Prepared market context and sentiment models to guide market exposure.

Co-manager for $1.4B large cap value strategy. Sector specialist in healthcare, energy, utilities, and consumer. • Constructed equity portfolios using normalized earnings models and BARRA risk models maintaining exacting tolerance on expected returns and tracking error. • Developed stock selections using fundamental value analysis (with a momentum overlay) that resulted in fund performance that beat the Russell 1000 Value benchmark in 2007, 2008, and 2009.• Designed, coded, and automated Factset tools monitoring active portfolio as well as watch list with comparative data as markets and valuations changed. • Provided client friendly review meetings communicating investment policy statement, portfolio actions, performance, and market conditions / context. Eliminated finance jargon and clearly communicated investment strategy and financial results creating loyal clients.• Communicated the firm’s investment perspective approximately 30 times per year to the financial media (CNBC, Bloomberg, Bloomberg radio, Fox Business, Barron’s, and Reuters) resulting in increased brand awareness and millions of dollars in equivalent advertising.

Wealth management subsidiary of BNY Mellon. Partner and Principal of independent firm Weber Fulton Felman which was purchased by Mellon in 2002.Implemented firm investment strategies and ran over $100M+ AUM of high-net-worth and small institutional portfolios. Member of investment committee, management committee and community outreach. • Published internal research using fundamental analysis and technical analysis to drive tactical asset allocation choices benefitting wealth management client portfolios during 2001-02 bear market. • Enhanced client risk return profiles using collar, covered call, and spread option strategies. • Managed CFAI performance audit engagement using Deloitte. Created compliant composites and firm performance summary demonstrating accuracy and transparency to clients.• Implemented firm’s interview and hiring process for new employment candidates increasing retention and eliminating unviable candidates.