Portfolio manager/chief investment officer/wealth strategist/economist/equity analyst focused on the creation of investment portfolios that are specifically tailored for the return and risk needs of individuals, businesses, non-profits and other entities to consistently achieve goals in both strong and weak economic and market conditions. Emphasis on top-down macroeconomic analysis geared to the US and global business cycles combined with bottom-up fundamental analysis to create superior investment portfolios composed on global equities, fixed income, currencies, commodities, structured products, hedge funds and private equity. Portfolio manager and equity analyst for core and high dividend value equity strategies. Portfolio manager and wealth strategist for individual client asset allocations. Frequent "expert" speaker on economy and markets for media and educational institutions including CNBC, Bloomberg, Fox Business News, Wall Street Journal, Kiplingers, and the UCLA Anderson School of Business. Former practicing California attorney with significant litigation and transactions experience as well.
Listed skills include Portfolio Management, Fixed Income, Equities, Asset Allocation, and 17 others.