
Managing Principal, Portfolio Manager
Joined: 2005
Focus: Enhanced Cash & Short Duration Fixed Income, Corporate Credit
Professional Background
- State Street Research
- Standish Mellon Asset Management
- Lehman Brothers
- HSBC
Certifications and Associations
- Chartered Financial Analyst®
- Member of the CFA Institute
- Member of the CFA Society Boston
- Series 7 & 63 licenses (expired)
- FSA Level II candidate
Education
- MBA, Boston College
- BA in Mathematics, Boston College