I was the Chief Investment Officer - Model Portfolios at WisdomTree Asset Management, based in New York. WisdomTree is an factor-based ETF product sponsor, asset manager, and portfolio solutions provider.In this role role, I was a member of the company’s asset allocation team and investment committee, which are responsible for the performance and process of WisdomTree’s ETF model portfolios, the production of investment research and content, management of model portfolio asset allocation and portfolio construction decisions, and management of the company’s investment solutions for current and future advisors.

My role as CIO was to oversee Dynasty's overall investment research offering, evolve and develop our rapidly growing OCIO capabilities, provide investment and practice management support to the Dynasty network of advisors, and represent Dynasty to the wealth management community through ongoing writing, speaking, and media activities. As the Chair of the Dynasty Investment Committee, I formulated and articulated Dynasty's macro-economic and investment outlooks, and translated those outlooks into asset allocation, portfolio construction, and manager selection decisions for Dynasty's managed portfolios.

I was a co-founder and member of the Executive team of Fortigent, a provider of outsourced wealth management solutions to advisors and banks that target and service high net worth investors and families. I was the Chief Investment Officer, overseeing a team of research professionals that provides analysis, guidance, and support on the capital markets, asset allocation, portfolio construction, manager due diligence and monitoring, and portfolio management. We had a particular expertise in alternative investments.

I joined CMS Financial Services in 1998 as the Director of Equity Risk Management, helping investors manage and monetize concentrated stock positions. CMS Financial Services was acquired and became Lydian Wealth Management in 2000, and during my time there I became the Head of the Investments & Strategy Group and then, ultimately, the Head of Investment Strategy & Research. During this time we created and built Fortigent as a B2B solution for other advisors, and in 2006 we formally split the two companies apart. I went with Fortigent as the Chief Investment Officer, and Lydian Wealth Management was acquired by City National Bank in 2007 and became Convergent Wealth Advisors.

Globecon provided consulting and educational services to the global banking industry. I traveled all over the world educating bankers about the capital markets, corporate finance, derivatives, and corporate hedging strategies.

During my career at Swiss Bank Corporation, I was a corporate credit analyst, a corporate relationship manager to Fortune 500 companies, with experience in leveraged buyouts and loan syndications, and a member of the sales and distribution team for interest rate swaps, derivatives, and structured finance.