Lead team responsible for conducting due diligence on US domestic small and mid-cap managers for consideration for inclusion on Bank of America investment platforms.

Part of alternative investments due diligence team analyzing managers across a range of hedged strategies, including global macro, event driven, managed futures, and risk parity strategies. Previously served on the traditional team, reviewing small and mid cap managers for inclusion on various Merrill Lynch platforms. Provide portfolio implementation guidance to Financial advisors on multi-manager portfolios. Past member of GWIM CIO Investment Strategy Committee equity working group.

Head of US Small Cap TeamSole Manager of Small Cap Value portfolios.Co - Managed Small cap core & growth portfoliosQuantitative Research, multi factor model developmentDesigned product for distibution into SMA marketplaceTeam leader overseeing management of approx. $2 Billion in domestic small cap assets. Over 20 years of investment industry experience, focusing on domestic small cap assets since 1994. Put systematic investment strategy in place and turned around lagging Small Cap Value portfolio, ultimately being ranked number 50 in Barron's Top 100 Fund managers in 2006. Process uses quantitative screening tools followed by in-depth fundamental research. Interviewed and quoted in numerous publications, including the Wall Street Journal and Financial Times. Launched an alternative, optimization based portfolio for distribution to SMA platforms. Sold product to numerous Tier 1 platforms, raising over $100 MM.

Equity Analyst covering various industriesTechnology researchManaged Portfolios to all 9 US equity style boxesQuantitative Strategy GroupEquity Strategy Committee MemberPortfolio ManagerProgram Trading (Agency and Principal Bids)Optimized portfolios to meet client objectives across numerous domestic strategies. Led technology fundamental research effort. Co-managed Large cap balanced portfolios with client facing responsibility. Led portfolio implementation team by preparing and executing program trades on both principal and agency basis. Built and backtested numerous multi-factor equity models for various domestic styles and benchmarks. Previously served as manager of IT infrastructure including PC network and telecom systems.