As a Senior Portfolio Manager, I work closely with ultra-high net worth families, endowments and foundations to oversee diversified investment portfolios across all asset classes to preserve and grow wealth while reducing risk.
My Experience
I spent 18 years at Morgan Stanley on both the institutional and wealth management sides of the firm, first as senior equity research analyst and then as a portfolio manager. The PM role entailed working with closely with the firm's analysts and strategists to oversee about $12 billion in assets designed to emphasize the firm's highest conviction ideas for high-net-worth clients. I subsequently spent five years as a co-founding partner and portfolio manager of a long-only equity investment firm focused on exceptional corporate governance. I am also a board member of JOIN Israel.
Education
- University of Virginia, Bachelor of Science with a Major in Commerce and concentrations in Finance and Management
- Harvard Business School, MBA
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!