I am a Partner with the Focus Consulting Group and specializes in helping investment teams with improving their investment philosophy, process and execution techniques - their decision-making, and investment firms with their strategic planning. In the past, I have been the Chief Strategist on a global macro hedge fund, and a CIO in charge of manager due diligence and asset allocation for a multi-billion-dollar advisory. My background includes extensive asset allocation research, portfolio development expertise and a multi-faceted understanding of behavioral finance and retirement issues.
Apart from my FCG work, I am the author of the CFA Institute Research Foundation 2016 Monograph “Let’s All Learn How to Fish… to Sustain Long-term Economic Growth” and a contributor to the 2017 self-published "Money, Meaning, and Mindsets: Radical Reform for the Investment Industry." I have been part of the CFA Institute’s Approved Speaker program since 2004, and teach on behalf of the CFA Society of Chicago in their Foundations of Investing program. In the past, I had been a contributing member in the Financial Management Association (FMA) Practitioner Demand Driven Academic Research Initiative (PDDARI) group and taught at DePaul University in their Certified Financial Planner (CFP) Certificate Program. I am a frequent speaker at industry events and often quoted in the financial press.