My focus is on collaborating with business owners, executives and holders of concentrated stock positions to create tax-efficient accumulation and distribution strategies leading up to and through financial independence.

As co-portfolio manager, I was responsible for the management of $4.5 billion in fixed income assets for Miles Capital clients across varying strategies and mandates. I served as the lead portfolio manager for the securitized, municipal and money market segments of client accounts.In addition to portfolio management responsibilities, I met with boards and clients to review investment strategy, performance, and client objectives on an ongoing basis.

Managed and traded the CMBS, RMBS, and ABS components of RGA's $40 billion investment portfolio by conducting analysis of these classes for cash flows, interest rate risk positioning, credit risk positioning, etc., as well as assisting in all security analysis work to support buy and sell decisions for the securities in these asset classes. Through credit and relative value analysis of potential portfolio purchases, I was responsible for the ongoing monitoring of credit trends for… Show more Managed and traded the CMBS, RMBS, and ABS components of RGA's $40 billion investment portfolio by conducting analysis of these classes for cash flows, interest rate risk positioning, credit risk positioning, etc., as well as assisting in all security analysis work to support buy and sell decisions for the securities in these asset classes. Through credit and relative value analysis of potential portfolio purchases, I was responsible for the ongoing monitoring of credit trends for existing portfolio holdings of non-government guaranteed structured securities. This was carried out through a bottom up credit and relative value opinions of structured securities that integrated a top down view of our structured product bond portfolio, taking into account the relevant risk factors with the various market subsectors. Show less

My responsibilities included the execution of trades for affiliated and third party portfolios and the performance of fundamental analysis of CMBS, ABS, and RMBS investments based on collateral andstructural security characteristics, utilizing qualitative and quantitative assessments. We developed and maintained a process of assessing and formulating the investment thesis including relative value opinion and performance as well as risk expectations for individual securities basedon a… Show more My responsibilities included the execution of trades for affiliated and third party portfolios and the performance of fundamental analysis of CMBS, ABS, and RMBS investments based on collateral andstructural security characteristics, utilizing qualitative and quantitative assessments. We developed and maintained a process of assessing and formulating the investment thesis including relative value opinion and performance as well as risk expectations for individual securities basedon a common framework and make investment recommendations. Show less

I supported the management of Aviva Investor's affiliated and third party client portfolios through the preparation of investment reports for the CMBS, ABS, RMBS and stable value portfolios and communicated with portfolio managers and traders to develop various reports to address complex needs.