Portfolio Manager & Global Strategist

As Global Strategist, I apply three backgrounds to this role: quantitative research, software and systems architecture, and years of presenting that research directly to clients and consultants. Artificial intelligence has created a genuine opening in how institutional distribution can work, and we are moving on it early. My aim is to help define what a world-class distribution effort looks like in the new era, and to build it.

The design goal is an inference layer for distribution: research, client history, and meeting intelligence architected into a collective asset serving the full life cycle of the effort, from targeting opportunities through meeting preparation, follow-up, and client service. It is built to compound with every interaction, and to become foundational to everyone who sells at the firm.