Expert Profile
Fourteen years of investment experience including:
- institional boutique investment consulting firm analyst focused on manager due diligence
- boutique wealth management firm director of research focused on all aspects of asset allocation, manager research, and risk management.
Broad Expertise
Investment policy design and spending policy analysis
Asset allocation and portfolio optimization- both traditional methods, and non-linear techniques
Expert at investment manager due diligence across all asset classes globally
Specialize in institutional quality niche investments, and emerging managers
BS Finance, MS Finance
CFA
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“Zintro facilitates the seamless exchange of knowledge between researchers and experts. In an increasingly time-starved world where building human connections is challenging, Zintro harnesses technology to link people quickly and effectively.“
What Clients are saying...
“At Battery, we perform extensive due diligence on every investment we consider. Zintro helped us find relevant experts and pay only for those with whom we chose to consult.”