Portfolio Manager of MKAM ETF: an alternative to legacy S&P 500 Index funds with reduced drawdown risk.

Managed $40MM in separate accounts in a value equity strategy. Write quarterly investment letters distributed to approximately 60 clients. Represent investment strategy to clients and answer questions about stocks owned in their portfolios. Lead internal investment committee. Responsible for all new investment idea sourcing. Participate in portfolio company quarterly earnings calls; monitor material news flow; and update investment valuation work accordingly.

Direct the public equity portfolio and represent the asset class on the Investment Committee. Lead the investment team in practicing rigorous, bottom-up, fundamental equity research in the process of stock selection within an organized macroeconomic and secular framework. Head Analyst and Portfolio Manager of the Livian Equity Opportunity strategy. Co-manage Livian High Income strategy, a balanced portfolio consisting of income-generating assets that outperformed traditional fixed income investments since launch. Select complimentary third party money managers to invest in distinct segments of the market not covered by internal strategies.

Supported the Chief Investment Officer and Director of Investments in the refinement and implementation of the investment program, including asset allocation, manager selection, liquidity planning, and risk and performance analyses. Created new analytical tools utilizing academic research and econometrics to communicate with the Board of Directors.

Offered and accepted paid contract work to perform internal audit on Kiva’s largest microfinance banking partner in Kenya over two months. Submitted extensive recommendations to improve the bank’s performance to the CEO.

Created accounting system utilizing Intuit QuickBooks online and prepared accounting documents monthly for the board of directors. Created internal control system.

Managed 30 institutional client relationships including endowments, foundations, and defined benefit pension plans. Produced quarterly performance measurement reports including robust analytics drawn from Modern Portfolio Theory (MPT) and the Capital Asset Pricing Model (CAPM). Performed supplemental quantitative analysis at request of plan sponsors. Presented at annual educational conferences for institutional clients and money managers; topics included performance monitoring and evaluation in an investment policy statement framework. Conducted workshops to train employees: comprehensive tutorials on asset classes such as domestic fixed-income; explanations of internal models used to evaluate manager and total fund performance; etc.