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