Insightful and skilled financial services leader with a reputation for transforming major firms by combining strategic vision with an ability to deliver strong results. Consistently manages across multiple locations and leads teams to define best practices. Known for developing cutting edge investment strategies, attaining firm-wide goals and premier client service. Track record of extensive investment portfolio strategy work, successfully managing over $25 billion in assets. Extensive Trustee experience: recognized leader in fostering effective board governance, providing guidance to boards, and garnering board support through impactful influence and collaboration.
Jan 2001 - Jan 2011
Chief Operating Officer and Managing Partner (2007-2011)
Responsible for overall leadership of the firm and developing strategies and tactics for performance analysis, technology and marketing and leveraging all functions to obtain firm-wide goals. Managed staff of 60 professionals in seven offices across the U.S.