Conducts asset class research and monitoring across the public fixed income and private credit asset classes, prepares weekly macro assessment; develops and coordinates the writing of topics for monthly and quarterly market updates
Chair of the firm’s fixed income asset class committee, member of the flex cap and retirement plans committees
Previous experience: Equity analyst at Wagner Investment Management/CoBiz Financial in Denver and equity analyst at Fleet Investment Advisors/Coumbia Management in Boston
M.S. in finance from the University of Colorado, B.S. in finance from Syracuse University
Member of the Chartered Alternative Investment Analyst Association; member of the CFA Institute and CFA Society Boston