Fingage is a digital investment advisor serving the 401(k) market offering personalized portfolios and retirement planning tools at a low cost to help employees achieve better outcomes and help employers reduce their fiduciary liability.

Co-PM led a team of analysts and oversaw all daily portfolio management and trading operations for asset allocation, volatility management and inflation protection strategies for retail, institutional and insurance clients. Managed new fund launches, designed operational workflows and conducted the daily re-balancing of all portfolios.▪ Launched and managed two global allocation funds, two white label GTAA overlays, a managed volatility fund and an inflation protection strategy; trained internal operations groups and team members to support these new products. ▪ Placed portfolio trades; reviewed quantitative model output and global markets on a daily basis to determine trades.▪ Conducted investment research in global equities, bonds, currencies, real assets and macroeconomic topics to support trade decision process.▪ Managed and delivered a project in six months that transformed data input and output storage of quantitative asset allocation models into a robust time series repository system resulting in reduced manual errors and workloads.▪ Implemented a third party portfolio management system and integrated with our asset allocation investment models ▪ Managed and reviewed complex performance attribution framework and analysis to ensure correct information was relayed to mutual fund Board Members and to open structural fund improvements dialogs with product management. ▪ Presented quarterly portfolio manager reports on our funds to both international and domestic Mutual Fund Boards ▪ Fund Promotion: prospect meetings, internal sales and client meetings.

Oversaw trading, managed portfolio rebalances and served as acting CFO/COO during the company’s re-launch in 2009. Contributed to investment committee meetings, participated in quantitative research and aided in marketing efforts.▪ Reviewed quantitative model output and global markets on a daily basis to prepare trades; placed all portfolio trades using Futures, FX Forwards and swaps.▪ Helped navigate company through the global financial crises; sustained all trading, ensured operations ran smoothly and reduced costs by scaling back on excess infrastructure and office space. ▪ Participated in fund raising efforts, maintained AIMA DDQ’s and coordinated efforts for sales campaigns.▪ Coordinated annual fund financial audits and managed company accounts for external CPA’s for tax filings.

Co-founded, launched and managed the G12 Global Macro and Absolute Return Bond Hedge Funds and the Global Equity Arbitrage Long/Short portfolio containing over 2000 global equity positions. ▪ Oversaw all operations for asset management business and portfolios▪ Traded and rebalanced portfolios: equity index futures, bond futures, FX forwards, Global Equities ▪ Management company formations in US & Switzerland▪ Coordinated Fund legal setup: management agreements, PPM's, offshore structure▪ Selection and on-boarding of Prime Brokers & Fund Administrators.▪ Participated in fundraising and marketing efforts.

Founding partner of multi-strategy start-up hedge fund Investment Research | Marketing | Technology | Vendor Relations | Brokerage Coordination and on-boarding

Portfolio monitoring, re-balancing and oversight of GTAA model daily operations.▪ Managed multiple GTAA portfolios including a $1B custom managed account in a team of portfolio managers▪ Ran daily GTAA investment models for the team, fixed data issues and highlighted significant signal changes▪ Constructed complex trade rebalances across portfolios using futures, FX and Mellon Index funds▪ Forged strong relationships with the investment research team to better implement new portfolio strategies and improve existing signals▪ Increased productivity to support rapid growth; devised and implemented new tools and automated processes to improve asset allocation decisions, scale technology and streamline quantitative model daily operations.

Licensed Civil Engineer in states of Washington and California conducting structural design and earthquake analysis on high rise concrete condominiums, apartment buildings and parking structures.