Active Investment Management executive with a broad Fin Services perspective. Senior Manager, Portfolio Manager & former II Ranked Equity Research Analyst with a 32-year successful track-record through multiple investment cycles at Bank of America Merrill Lynch, JPMorgan, Bear Stearns and Salomon Brothers. Fluent in Equity Portfolio Management and stock selection, Traditional and Alternative Investment Manager Research and Portfolio Construction, Sell-Side Equity Research, Institutional Equity Sales and Equity Capital Markets. Six-Time Institutional Investor (II) Ranked Equity Research Analyst (Technology Hardware/Electronics Manufacturing Services). Ranked in the Wall Street Journal's "Best on the Street" for Stock Picking and Earnings Forecasting.Currently manage Large Cap Core Defensive and Equity Income/Dividend Yield SMA strategies in the Bofa Equity Research Portfolio group. Previous Head of Small, SMID and Mid-Cap Equity Manager Due Diligence with co-leadership responsibilities in Domestic Equities. Management oversight of a team of Senior Analysts covering 150 Asset Managers with active U.S. investment strategies totaling $30 Billion in Merrill/US Trust client exposure and $500 Billion in product AUM. Generalist Investment Manager Research experience across multiple styles, market caps and asset classes. Expertise in identifying portfolio construction ideas for FAs, Portfolio of Funds Managers and Institutional Clients including Value, Growth, Core, Sector (Healthcare, Technology, Energy and Real Estate) and ESG Fund strategies with consistent alpha generation.Former Institutional Investor Ranked Senior Equity Research Analyst Covering the Technology Hardware Supply Chain.Former Senior Institutional Equity Sales Account Manager with extensive bulge bracket and boutique experience.Proficient in fundamental, bottom-up analysis, modeling and valuation and in advising portfolio managers on thematic and opportunistic ideas across multiple sectors. Licenses: Series 24, 86, 87, 7, 63, 65
Listed skills include Equities, Equity Research, Hedge Funds, Institutional Investments, and 7 others.