Proven Investment Manager with a successful track record. Background combines strong people and communication skills with sophisticated investment analysis. Relate in a warm, friendly and engaging manner, while also providing principled investment advice. Ability to explain financial and investment concepts in simple or sophisticated terms. Dedicated to improving the investment performance of capital for beneficiaries to best achieve their goals while optimizing risk. Experienced in Governance, Portfolio Construction, Asset Allocation, Investment Manager Research, Investment Implementation, Modern Portfolio Theory, Equities, and Fixed Income.Educated at the University of Michigan in Ann Arbor with a Bachelor of Arts in Political Science and Economics. Chartered Financial Analyst and a member of the CFA Institute.
Listed skills include Hedge Funds, Equities, Asset Management, Investment Management, and 44 others.