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As the Head of Fixed Income Strategies, I am responsible for the oversight of Fiduciary Trust International's team of fixed income professionals. Our team develops the firm's views on the asset class, informing FTI's investment professionals on our best thinking related to the asset class and its role within client portfolios. 

In addition to setting strategy, our team actively manages a suite of individual portfolios across a diverse mix of clients and mandates and also serve as members of FTI's dedicated relationship teams. We approach portfolio management from the top down, with high level views on interest rate and credit risk, as well as from the bottom up, selecting individual securities to help build out the exposures that support our high level investment themes.  

As an active member of our Asset Allocation Committee, I also ensure that the views of the fixed income team are considered and incorporated into the strategic and tactical recommendations FTI develops to inform our multi-asset class portfolio construction.

My Experience

I have spent my 25+ year career working to deliver multi-sector fixed income solutions for a diverse set of clients in both the institutional and high net worth areas. Over the past 15+ years, I have also managed teams of investment professionals dedicated to the portfolio and relationship management of clients' fixed income exposures.

Education

  • Trinity College, Bachelor's Degree in Public Policy
  • Boston University Questrom School of Business, Master's of Business Administration 

Financial Credentials

  • Chartered Financial Analyst (CFA)

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6

Nov

Bond Buyer California Finance Conference

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16

Nov

The American Bar Association

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