CFA Charterholder. Notre Dame & Northwestern University Grad
Institutional Investment Professional. Direct experience in supporting asset allocation for both traditional (equity and fixed income) and alternative (Private Equity, Real Estate, Hedge Funds and Private Credit) portfolio strategies, investment operations and pension liability management.
• Educational Background: MBA Degree in Finance, Marketing, and Management & Strategy from Northwestern University Kellogg School of Management and Undergraduate Finance Degree from University of Notre Dame’s Mendoza College of Business
• CFA Charterholder– Chartered Financial Analyst, passed all three levels successively on the first attempt ... See more