Dedicated and passionate investment professional with over 20 years experience in the wealth management industry. Investment strategist with broad knowledge of macroeconomics, global financial markets, asset allocation and portfolio construction in an open architecture framework. Expertise in equity research and strategy, encompassing sector, industry and stock selection. Responsible for the firm’s team of portfolio managers and client advisors. Motivating team leader with integrity and high standards for performance. Extensive leadership experience in the private wealth management business encompassing change management, strategic marketing, digital strategy, growth initiatives and improvin