Personal Information
Organization / Workplace
Greater Boston Area United States
Occupation
Investment Advisor
Industry
Finance / Banking / Insurance
About
Senior Investment Professional with proven portfolio management (equity and asset allocation), global macro research, and marketing of investment strategies. Recognized as a creative and conceptual thinker with superior analytical and people management skills. Able to immediately impact an organization at the investment, sales, and business levels.
Strengths include:
• In-depth understanding of a wide variety of investment strategies (traditional and alternative), instruments (including derivatives), capital market environments and client types
• Capital market assessment, asset allocation structuring and corresponding implementation strategy
• Modeling and evaluation of sec...
Tags
asset allocation
growth
value
equities
risk
stock picking
investment
etf
corporate taxes
tax gap
tax arbitrage
effective corporate tax rates
tax inversions
articles
See more
Presentations
(10)Documents
(6)Personal Information
Organization / Workplace
Greater Boston Area United States
Occupation
Investment Advisor
Industry
Finance / Banking / Insurance
About
Senior Investment Professional with proven portfolio management (equity and asset allocation), global macro research, and marketing of investment strategies. Recognized as a creative and conceptual thinker with superior analytical and people management skills. Able to immediately impact an organization at the investment, sales, and business levels.
Strengths include:
• In-depth understanding of a wide variety of investment strategies (traditional and alternative), instruments (including derivatives), capital market environments and client types
• Capital market assessment, asset allocation structuring and corresponding implementation strategy
• Modeling and evaluation of sec...
Tags
asset allocation
growth
value
equities
risk
stock picking
investment
etf
corporate taxes
tax gap
tax arbitrage
effective corporate tax rates
tax inversions
articles
See more