Summary * Effective leader of global equity, fixed income, and multi-asset teams, as well as asset allocation committees * Developed unique innovative investment applications, methodologies and strategies for global tactical asset allocation, strategic policy allocation, currency management, return forecasting, quantitative security selection, portfolio optimization, risk management, alternatives, derivatives, equity transition, completion fund management * Successful portfolio manager and quantitative engineer of global tactical asset allocation, strategic policy allocation, currency management, multi-asset allocation, quantitative equity strategies, and venture capital. * Recruited and managed highly regarded investment talent in portfolio management, investment research, trading, product management, and software development

Highlights:

• Strong Team Leader
• CEO & Chief Investment Officer
• Research and Product Development
• Build & Develop Professionals
• Executive Management
• Investment Management
• Multi-Asset Allocation
• Forecasting
• Optimization and Analysis
• SF Bay Area