Top quartile-return concentrated equity and long/short portfolio manager, generalist equities analyst and individual/institutional relationship manager. Helped double, triple and more than quadruple AUM at three most recent firms. Hired and trained more than twenty research analysts and portfolio managers. Columbia University MBA and Cornell University BS.
- Co-managed 5-Star Morningstar LCG fund and top quartile all-cap core and long/short strategies.
- Utilized quant tools and disciplined methods to optimize portfolios, manage risk and generate alpha.
- Experienced Bloomberg, Barra, Northfield, Vestek, Axys, Moxy, Excel and PowerPoint user.
- Researched and traded companies in all sectors.
- Managed HNW individual, family office, foundation, board, vendor and consultant relationships.