Wells Fargo
Senior Vice President - Senior Investment Strategist
New York Life Insurance Company Sep 2007 - Jul 2012
Chief Investment Officer - Eagle Strategies Llc
Citi Nov 2003 - Nov 2006
Director - Portfolio Manager
State Street Oct 1999 - Oct 2003
Senior Portfolio Manager - Global Asset Allocation
Chase Aug 1997 - Oct 1999
Vice President and Senior Consultant
Education:
University of Chicago Mar 1987
Master of Business Administration, Masters
The University of Texas at Austin Dec 1980
Master of Science, Masters, Chemical Engineering
The Cfa Institute
The University of Chicago Booth School of Business
Master of Business Administration, Masters, Finance
The University of Texas at Austin
Bachelors, Bachelor of Science, Chemical Engineering
Skills:
Investment Strategies Alternative Investments Fixed Income Wealth Management Mutual Funds Asset Allocation Private Banking Etfs Hedge Funds Investments Asset Management Investment Management Asset Managment Equities Institutional Investments Due Diligence Investment Advisory Risk Management Global Tactical Asset Allocation High Net Worth Individuals Macroeconomics Separately Managed Accounts Performance Attribution Quantitative Investing Derivatives Investment Advisory Services Multi Asset Class Investment Consulting Uhnw Institutional Investors Portfolio Management Securities Quantitative Analytics Capital Markets Financial Services Strategy Wealth Management Services