Accomplished investment professional with substantial experience in the development, management, and marketing of discretionary and non-discretionary portfolio management programs. Played an instrumental role in the development of 1st Global's efforts in portfolio management, investment due diligence, capital markets analysis, and the establishment of the Investment Management Research Group, which today oversees the firm's portfolio management research efforts. Practical application of investment expertise includes the creation and establishment of investment manager due diligence processes and procedures, the development of a proprietary quantitative manager evaluation and monitoring s...
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