Chief Investment Officer At Multi-Family Office
CurrentConstruct and implement sophisticated, bespoke multi-asset investment portfolios for ultra-high-net-worth clients. Lead extensive external manager due diligence effort across asset classes, with a heavy focus on private equity, private credit, real estate, and hedge funds. Lead communication efforts regarding capital markets conditions and portfolio strategies to investment clients. Significant client facing responsibilities including cash flow projections, liquidity planning, and implementation of investment policy statements.