Focuses on research, monitoring, and reporting of private capital and real assets strategies
Member of the firm’s real assets and private equity asset class committees; member of the firm’s retirement plans committee
Previous experience: Client service associate in Institutional Investment Services at Lord, Abbett & Company (focused on small/mid cap equity, where he was responsible for generating portfolio commentary)
B.S. in economics from Vanderbilt University
Member of the Chartered Alternative Investment Analyst Association and the CFA Institute/CFA Society Boston