Skills
Operations Leader | Investment Operations | Information Technology | Strategic Planning | Performance Measurement | Portfolio Accounting| Process Improvement | Operational Risk | Cost Reduction | Integrator | Outsourcing | Integrator
About
As a seasoned operations executive with over two decades of experience in the asset and wealth management industry my career has primarily on the buy side managing all areas of the business including portfolio accounting, operations, technology, performance measurement, data management, and operational risk. In my prior role as Managing Director and Chief Operating Officer at Rothschild & Co Asset Management US Inc., I designed, led and implemented a full operational platform transformation from an on-premise to an outsourcing solution to enhance efficiencies, scalability, redundancy while minimizing operational risk. In addition, I have been a chair and/or member of many firm committees such as Management, New Product, Trade Error, Vendor Management, Operational Risk Management, Proxy, GIPS, Best Execution and Business Continuity. I also worked at Times Square Capital Management overseeing global operations and performance, and, before that, at EMS Capital, L.P., Hawkstone Capital, Bear Stearns Asset Management, Elliot Management and Pricewaterhouse Coopers where he audited clients in the asset management industry.
I have an MBA in Finance from Baruch College and dual Bachelor’s degrees from the University of Delaware in Accounting, Finance and Operations Management. In addition, he holds the Certificate in Performance Measurement (“CIPM”).
I am a regular industry speaker, advisory board member and thought leader on operations, performance, client service, data and technology conferences and publications.
Profile Photo
