$12MM AUM | $62,500 Rev in
New York, NY

I am looking for an opportunity to join a larger wealth management practice, preferably in an investment/portfolio construction role, bringing my broad investment experience to bear for the clients’ benefit to meet or exceed their investment objectives.

As a line professional, executive, and principal investor, I have worked in virtually all sectors of public and private equity and fixed income markets. For the last ten years, I have served on an investment committee for a non-profit and have successfully stewarded funds that serve a critical long-term mission.

I understand how to manage multiple stakeholders in an investment and risk management process and have liaised across most functional areas internally and externally with effective communications skills honed over many years while working directly with asset owners and fiduciaries.

Philosophically, I believe in using low-cost ETFs for core public equity and fixed income holdings while using some private credit investments to augment fixed income returns in what has and will likely continue to be a low-rate environment.

There is currently approximately $12.5MM in AUM in client assets that will move with me, custodied at Schwab.

I welcome the opportunity to discuss how my background and investment experience could benefit your clients and business.