Conducts manager due diligence across the public equity space, with primary coverage of small cap and mid cap managers; works with clients to implement equity portfolios
Member of the firm’s global equity asset class and mission-aligned investment committees
Previous experience: Led fixed income investment research efforts at Segal Rogerscasey; performed equity research on the health care services team at Citigroup Global Investment Bank
B.S. in finance, summa cum laude, from the University of Bridgeport; certificate in ESG investing from the CFA Institute
Member of the CFA Institute/CFA Society Maine and the Chartered Alternative Investment Analyst Association