Executive leader with 27 years of experience. Held Chief Investment Officer (CIO), Head of Investments, Director/Lead Portfolio Manager (PM) positions at large institutions with $100 billion under management. Currently CIO of OneDigital, and responsible for all investment decisions of a $100 billion retirement and wealth platform. Reported to CEOs, corporate & funds’ boards. Headed large investment management teams. Built asset allocation models, managed institutional portfolios, and mutual funds for 20+ years. Highly experienced in manager research in traditional and alternative asset classes. Developed unique goal-based asset allocation models with behavioral finance, asset location