Financial Planning and Analysis

• Provide direction on investment strategy and portfolio construction
• Publish market-related commentary, including fundamental and technical drivers, investment themes, actionable ideas, and 'white papers'
• Design and monitor asset allocation models and single-security model portfolios
• Perform investment manager due-diligence on traditional and alternative funds
• Partner with Advisors to understand investments and help them manage relationships with clients and close business with prospects

Executive Director – Investment Strategist, Alternatives, Global Investment Office

Director, Product Management – Open Finance, Lending Solutions