Investment professional with over 40 years experience managing mutual and co-mingled funds, institutional and private client separate accounts. Specialized in global ex-U.S. equities portfolio management, with a proven track record of attractive long term portfolio returns within the peer group. Working with private High Net Worth/Family Wealth firm to streamline investment research process and portfolio investment decision-making. Advising clients on asset allocation and investment selections. Interim Executive Director for CFA Society San Francisco from October 2015 to July 2016, representing the organization to members and key stakeholders, and providing leadership and day-to-day manag