Experience

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  Jpmorgan chase & co.

  Sept 2010 - now

  Managing director

  Advise mid-sized to large non-profit organizations and select family offices on all aspects of the investment management process. My team partners with our clients to customize an asset allocation strategy, then provides leverage and efficiency by assuming discretion on their behalf to: (1) source investment vehicles from industry-leading firms, (2) tactically manage their portfolio through a full market cycle with rigorous risk management discipline, and (3) report on and hold ourselves accountable for portfolio outcomes. We typically work alongside an organization's Investment Committee members and CFO, educating board members and key stakeholders along the way. Show less

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  Summit educational foundation

  Sept 2017 - now

  Trustee

  The mission of the Summit Educational Foundation (SEF) is to maintain and enhance the high quality of a Summit, New Jersey public school education through community funding of innovative and essential educational programs, a close working relationship with the school district, and careful review, evaluation and financial oversight of supported initiatives.