Resumes
Resumes
Senior Portfolio Manager
View pageLocation:
Los Angeles, CA
Industry:
Financial Services
Work:
Westmount Asset Management
Senior Portfolio Manager
Morgan Stanley Jan 2014 - Mar 2015
Vice President
Corbin Capital Partners Apr 2012 - Dec 2013
Director of Institutional Relationship Management
Nuveen Mar 2005 - Apr 2012
Vice President, Institutional Sales and Consultant Relations
Reed Conner & Birdwell 2004 - 2005
Marketing Associate
Senior Portfolio Manager
Morgan Stanley Jan 2014 - Mar 2015
Vice President
Corbin Capital Partners Apr 2012 - Dec 2013
Director of Institutional Relationship Management
Nuveen Mar 2005 - Apr 2012
Vice President, Institutional Sales and Consultant Relations
Reed Conner & Birdwell 2004 - 2005
Marketing Associate
Education:
University of Colorado Boulder 1999 - 2003
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management
Skills:
Alternative Investments
Investments
Hedge Funds
Mutual Funds
Series 7
Asset Management
Asset Allocation
Investment Management
Equities
Portfolio Management
Investment Strategies
Institutional Investments
Wealth Management
Fund of Funds
Uniform Combined State Law
Fixed Income
Financial Markets
Financial Modeling
Bloomberg
Institutional Sales
Securities
Series 63
Etfs
Trading
Capital Markets
Investment Advisory
Emerging Markets
Equity Research
Bonds
Separately Managed Accounts
Derivatives
Series 24
Series 66
Institutional Investors
Financial Analysis
Financial Services
Investments
Hedge Funds
Mutual Funds
Series 7
Asset Management
Asset Allocation
Investment Management
Equities
Portfolio Management
Investment Strategies
Institutional Investments
Wealth Management
Fund of Funds
Uniform Combined State Law
Fixed Income
Financial Markets
Financial Modeling
Bloomberg
Institutional Sales
Securities
Series 63
Etfs
Trading
Capital Markets
Investment Advisory
Emerging Markets
Equity Research
Bonds
Separately Managed Accounts
Derivatives
Series 24
Series 66
Institutional Investors
Financial Analysis
Financial Services
Certifications:
Chartered Alternative Investment Analyst (Caia)
Caia Association
Caia Association