Managing Director
CurrentSaw the need and took the lead in establishing an independent New Jersey Registered Investment Advisory, emphasizing the endowment model, using multiple asset classes, and focusing on correlation analysis to achieve better risk-adjusted returns. Manage accounts across numerous assets, including equities and fixed income, active and passive strategies, alternatives, and multi-strategy portfolios. - Analyze and model investment portfolios focusing on asset allocation and correlation. - Review liquid alts, private equity, and market-neutral investments; focus on strong fundamentals, performance, solid teams, and meaningful opportunities for liquidity. - Thorough understanding of private markets, both as successful investors and intermediaries. - A focus on exceeding customer expectations by designing holistic, well-diversified portfolios using Alternatives to further reduce risk. - Manage solutions for high-net-worth clients based on market intelligence, in-depth research, and developing strategies linked to individual client goals and risk tolerance. -- Utilize tax-aware investment planning and strategic Roth conversions.I continually assess Oceanics’ business-decision risk focusing on the firm’s reputation, and safeguarding the company, clients, and assets. I conduct due diligence on investment opportunities, evaluate performance, and recommend both investments and managers of new funds, strategies, and opportunities to capture early alpha.Highlights:* Built Oceanic Capital’s Global Diversified Conservative portfolio into a top-ranked multi-asset model.* As Chief Compliance Officer, managed and file all reporting documents while creating accountability for regulatory and fiduciary standards.* Deep knowledge of Fixed Income and Money Markets and very active participant in cash management strategies.* Active listener and researcher who has uncovered several effective and defensive Bear market strategies.
