Position:
Investment Director - Alternatives at Mercer Investment Consulting
Work:
Mercer Investment Consulting
- Greater Boston Area since Nov 2010
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Investment Director - Alternatives
Gottex Fund Management Ltd.
2007 - Jan 2011
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Director, North American Marketing
Enterprise Bank
2003 - 2007
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Chief Investment Officer; Senior Vice President
OppenheimerFunds, Inc.
1998 - 2002
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Portfolio Manager and Sales Director
Wharton Econometric Forecasting Associates
1993 - 1998
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Vice President
Morrison, Mahoney & Miller
1988 - 1991
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Litigation Attorney
Education:
Babson College - Franklin W. Olin Graduate School of Business 1991 - 1993
M.B.A., Finance
Boston College Law School 1985 - 1988
J.D., Law
Boston College 1981 - 1985
BA, Political Science and Government
Andover High School
Skills:
Investment Strategies, Investment Consulting, Asset Management, Asset Allocation, Institutional Sales, Defined Benefit, 401k, Econometrics, Legal, Asset Managment, Investment Advisory Services
Certifications:
U.S. District Court - License, U.S. District Court, District of Massachusetts
Commonwealth of Massachusetts - License to Practice Law, Massachusetts Board of Bar Overseers