Helping clients reach their financial goals with integrated Investment Management, Tax Planning and Preparation, and Wealth Distribution.A uniquely efficient and effective approach to investment and tax management!

Drove consistently strong relative performance, including a 4-Star Morningstar rating with top quintile performance in the three years ending November 2020, outperforming the category and Morningstar Benchmark by 5.0% and 7.5% annually respectively. Creatively utilized an expansive fund mandate, employing leverage, cash, credit, and non-energy sector holdings to navigate a volatile period. Incorporated valuable insights from internal and external experts spanning the globe, across asset classes, and sectors.• Developed and implemented comprehensive investment process incorporating industry-specific comparative analysis tools and a rigorous due diligence process including regular analyst and management meetings, detailed financial models, and thorough reviews of near-term catalysts.• Conducted a global review of the multi-sector “energy transition” opportunity. Increased portfolio exposure to renewable power generation to over 20% of net asset value (NAV) and introduced or increased exposure to automobile electrification, liquefied natural gas (key to emerging market clean energy goals), battery technology, and hydrogen.• Prepared and presented detailed updates of performance, portfolio strategy and construction, holdings, and market outlook for Magnetar and FS Investment Committee meetings, third party fund due diligence meetings, and FS client conferences and meetings. Experienced presenter via tele-conference, in-person, zoom, and web broadcast.

Enhanced quantitative equity screening process to better assess relative value and profitability growth. Extended the use of FactSet to improve portfolio analytics and performance attribution practices. Proposed model portfolio changes to Chief Investment Officer and executed trades across growth equity, value equity, fixed income, and balanced investment portfolios of high net worth individuals and organizations, incorporating stocks, bonds, and ETFs. Supported and led presentations for potential and existing clients and contributed to monthly newsletter investor updates.

Proposed, launched, and managed the Master Limited Partnership (MLP) Portfolio which grew to over $500 million. Designed a rigorous due diligence process, including routine meetings with company management and industry experts, and constant review of analyst reports, financial models, and comparative valuation metrics. • Uncovered unique total return potential by looking beyond limited partners to general partners, by recognizing underappreciated growth opportunities in a period of strong shale production growth, and seizing opportunity in discounted offerings, often combined with accretive transactions.• Process helped drive stellar absolute and relative portfolio performance including 14% annual return from December 2003 portfolio inception through 2015 (5% annual outperformance of the Alerian MLP Index) and 23.8% annual return in the cycle from 2009 through 2015 (9.3% annual outperformance).

Developed broad market expertise across asset classes and sectors, providing valuable insights and strong investment performance, resulting in the opportunity to serve on the Public Securities Asset Allocation Committee and presenting at the annual Public Securities Department Meeting. Deeply engaged in vibrant company culture, including leading the Public Securities Department annual Holiday gift drive and the United Performing Arts Fund (UPAF) Appeal.Positive contributor in idea generation, trading, and monitoring with growing responsibilities over time, initially as analyst and later co-portfolio manager, of a $1.5 billion Convertible Securities Portfolio. Gained valuable experience navigating cycles, seeking to maximize total return potential while minimizing downside risk through portfolio composition (by varying equity sensitivity and industry exposure) and security selection (utilizing uniquely asymmetric securities).• Contributed outperforming ideas through detailed assessments of each company and security, weighing equity and credit valuation, industry dynamics, and catalysts.• Consistently surpassed performance goals, including outperforming the internal benchmark by 3.8%, 4.8%, and 1.0% annually for the 1, 3, and 5 year performance periods ending 2012 respectively.• Developed strong communication skills through interactions with convertibles sales traders, convertible bond analysts, sector analysts, and company management teams, while cultivating presentation skills through rigorous internal investment reviews.