A senior investment professional with 20+ years of experience successfully managing investment organizations, designing and implementing investment processes, and adding value in client portfolios. Proven analytical, management, and marketing skills. Expertise in quantitative techniques, equity portfolio management, and asset allocation. |
PROFESSIONAL EXPERIENCE
Alpha Equity Management LLC, Hartford, CT
Jan 2000 Present
Founder, Managing Partner, and Chief Investment Officer
Designed and implemented investment processes leading to outstanding performance results across a variety of equity asset classes, including U.S., international, and real estate securities.
Recruited and managed six senior-level partners and five experienced staff members.
Designed marketing materials and spearheaded marketing efforts that resulted in attracting AUM of $330 million.
Very early developer of 130/30 funds, applying the concept to U.S., international, and REIT hedge funds and mutual funds.
Managed RidgeWorth U.S. Equity 130/30 Fund (SUEIX) to a Morningstar five-star ranking.
Aeltus Investment Management, Inc., Hartford, C
Jul 1994 Dec 1999
Chief Investment Officer - Equities
Responsible for $22 billion in institutional and retail equity assets under management.
Managed equity investment department of 55 portfolio managers, analysts, traders, and staff.
Lead portfolio manager on funds totaling $11 billion.
Developed new investment products and processes including U.S. large cap and small cap, international, equity real estate securities, and global tactical asset allocation.
Designed and managed the Aetna Generation Funds, a group of multi-asset class lifestyle funds.
Directed launch of and hired portfolio managers for Aetna International Fund and Aetna Real Estate Securities Fund.
Invesco Management & Research Inc., Boston, MA
Feb 1992 Jun 1994
Chief Investment Officer
Responsible for $2 billion in institutional assets under management.
Transformed a traditional money management firm (Gardner & Preston Moss) into the quant shop within the Invesco group of companies.
Created a new mid-cap equity product which attracted $200 million in institutional assets.
Developed a multi-asset class lifestyle fund product which was offered as the Invesco Multi-Flex Fund (a mutual fund).
Invesco Capital Management Inc., Atlanta, GA
Jun 1987 Feb 1992
Director of Quantitative Research and Equity Portfolio Manager
Enhanced stock selection model and designed multi-asset class asset allocation models.
Created new equity REIT product which was later turned over to Invesco Realty Advisors and grew into one of the largest REIT products in the U.S.
Created new ADR-based international equities product which become the forerunner of Invesco International, a multi-billion dollar division of Invesco.
Developed a small cap U.S. equity product which was offered as the Invesco Small Cap Fund (a mutual fund) and which attracted over $100 million in institutional assets.
EDUCATION
MBA, Darden School, University of Virginia, 1987
MA, major in Theology, Fuller Theological Seminary, 1982
BA, major in Economics, The College of William and Mary in Virginia, 1980 |
