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Summary

Portfolio manager with over thirty years of experience producing strong results for a variety of portfolios. Demonstrated ability to apply a combination of fundamental and technical disciplines to achieve superior returns to those of competitors and benchmarks.  Extensive marketing experience with clients and consultants in the separately managed account business.  Now, I have taken my career in a new and exciting direction.

  • Manage risk

  • Energy and Materials sectors expertise

  • Portable analytical skills

  • Personable

Work experience

Jan 1993Present

Instrutor

1993 – Present NEW YORK INSTITUTE OF FINANCE

Instructor, Financial Statement Analysis and Security Analysis

Teach a wide range of students, the majority being new entrants to the Financial Services Industry.

Dec 2011Present

Representative

MetLife

Providing strategies to help meet our clients' total financial picture.

Sep 2009May 2011

Portfolio Manager

Altaira Investment Solutions

Start-up investment management firm headed up in New York by Ralph Acampora.

Managed U.S. dollar and Euro denominated portfolios of ETFs.

May 1995Nov 2008

Executive Director

1995 – 2008 MORGAN STANLEY INVESTMENT MANAGEMENT (New York)

Successfully managed a variety of investment funds.

2007- 2008 Portfolio Manager, Executive Director, Morgan Stanley Natural Resource Fund

Exclusive manager of a $125 million sector fund. Morningstar rank of 34 Jan. 1 to Oct 31, 2008, with the best performance coming in the latest down months.

2003 – 2006 Portfolio Manager, Vice President, Morgan Stanley Total Return Trust

Exclusive manager of a $170 million fund. Turned a chronically under-performing fund into a competitively ranked portfolio, through a quantitative and technical process of selecting solid growth companies at a reasonable price.

2001 – 2003 Portfolio Manager, Vice President, Morgan Stanley Competitive Edge Fund

Principal manager of $1.2 billion flagship fund. The fund’s aim was to enhance performance over an equally weighted benchmark of the top-rated Morgan Stanley research ideas. The fund consistently exceeded its goal by 150-200 basis points annually.

1998 – 2001 Portfolio Manager, Vice President, Morgan Stanley Precious Metals Fund

Sole manger of $50 million sector fund. Improved the fund’s performance from bottom quartile to top quartile in Lipper rankings.

1995 – 1998 Manager, Portfolio Advantage Group

Managed the “wrap” portfolio product. Supervised a team of eight portfolio managers and managed over 200 portfolios. Produced market-beating performance. Conducted regular client meetings and marketed to FAs and prospective clients.

Education

MBA

Long Island University

Skills

Technical Analysis

Certifications

CFA

AIMR