Responsible for leading the research and investment strategies for Adaptive Investments Separate Accounts and ETFs. Chairman of the Adaptive Investment Committee. Architect of Adaptive Investments RISKHedge, a quantitative Risk On-Risk Off hedge overlay for equity risk management.

Responsible for investment process and allocation models; conducting research and fund management selection. Oversee day-to-day client management and trading. Responsible for portfolio management and investment research among fixed income, equity, and alternatives. Structure and optimize new portfolio models. Present quarterly reviews and market updates for TAMP Financial Advisors. Portfolio Manager for Tactical Economic Portfolio, Strategic Income Portfolio, and DFA Strategic Models.

Portfolio Manager, Rates 2007 – 2009Portfolio Manager for Agency MBS fixed rate portfolio for internal insurance clients. Liquidity Manager for General Account, including Treasury, Agency, Repos, Dollar Roll, and Short Term Fixed Income.Portfolio Manager, Fixed Income 2004 – 2007 Co-managed fixed income portfolio for General Account insurance company portfolio (Defined Contribution) an internal ING client.Managed portfolio duration within tolerance levels consistent with client liabilities. Responsible for tactical sector overweights and underweights for MBS, MBS derivatives, High Yield Credit, Emerging Market Debt, Investment Grade Corporates, ABS, and CMBS.Portfolio Analyst/Client Relations 2003 – 2004Client relations and Portfolio Analyst for fixed income General Account insurance company portfolio. Provided portfolio analytics on various fixed income sectors to Portfolio Management team. Developed presentations and updates on portfolio strategy and implementation to internal ING clients on monthly and quarterly basis.

Traded physical natural gas in the cash and forward markets for the Gulf region. Included making markets in various natural gas markets in the Gulf region for internal Mid Marketers. Used Nymex natural gas futures to hedge positions.

Responsible for managing repo and dollar roll financing trades for MBS hedge fund. Liquidity Manager for US Treasury allocation and short term fixed income for hedge fund client. Supported MBS and MBS derivative portfolios with managing portfolio interest rate/curve risk by executing periodic duration adjustments based on partial duration and convexity parameters set by an Investment Management Committee.