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As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.
TEN related topics define my professional interests:
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Engaging and funny, although not always intentionally so
Experienced, high energy investment professional with 35 years front line experience in strategy dev
I am passionate about the business of asset management, and how it can better serve investors.
I offer relatable and actionable inspiration for high-performing professionals and organizations.
Known for helping investors make better decisions through improving their processes and behaviors
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
Recognized thought leader on culture, teamwork, and leadership in the investment industry
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
I share the proprietary secrets active investment managers need to create α.