Close to two decades of experience in the investment and wealth management landscape.
鈥� Quantitative and qualitative research and analysis of products including separate accounts, mutual funds, ETFs and alternative investments, including due diligence.
鈥� Design of model portfolios for client investment programs on an strategic and tactical levels using traditional only and with inclusion of alternative assets.
鈥� Investment Committee member, team leader, peer trainor, project management and contributor to research and development.
Specialties: Due Diligence, Investment/manager Research and Reporting, Product Design, SMAs, UMAs, ETFs, Financial Planning, Investment Committees. Software des...
We鈥檝e updated our privacy policy so that we are compliant with changing global privacy regulations and to provide you with insight into the limited ways in which we use your data.
You can read the details below. By accepting, you agree to the updated privacy policy.
