Position:
Principal, Director at Innovest Portfolio Solutions
Work:
Innovest Portfolio Solutions
since Mar 2004
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Principal, Director
Redstone Capital
1999 - 2002
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Principal and Managing Director
Innovest Portfolio Solutions
1996 - 1999
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Senior Research Analyst
Boston Co.
1995 - 1996
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Employee
Fidelity Investments
1994 - 1995
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Employer
Shetland
1993 - 1994
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Employee
Cambridge Associates
1990 - 1993
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Performance and Equity Attribution Analyst
Education:
The George Washington University 1984 - 1991
MBA, Finance & Investments
The George Washington University - School of Business 1984 - 1988
BA, Business Economics & Public Policy
Skills:
Portfolio Management, Alternative Investments, Investments, Hedge Funds, Due Diligence, Asset Allocation, Private Equity, Asset Management, Capital Markets, Equities, Fixed Income, Financial Modeling, Securities, Risk Management, Financial Analysis, Customer Relations, Strategic Planning, Business Strategy, Negotiation, Product Development, Trading, Research, Venture Capital, Real Estate, Financial Planning, Excel, New Business Development, Business Planning, Team Building, Microsoft Office, Process Improvement, Wealth Management, Financial Markets, Derivatives