Experience17+ Years
LevelLeadership
Executive Overview
Experienced investment professional with a demonstrated history of leadership in the institutional investment management industry. Strong professional skilled in Portfolio Management, Capital Markets, Risk Management, and Alternative Investments.
Career Timeline
- 2022–Present· 4 yrs 8 mos
- Member, Board of DirectorsCurrent2022–Present
- Essential Utilities, Inc.Current2022–Present· 4 yrs 8 mos
- Member, Board of DirectorsCurrent2022–Present
- Aug 2019–Present· 7 yrs 1 mo
- Chief Investment OfficerCurrentAug 2019–Present
- STEELWORKERS PENSION TRUSTCurrent2019–Present· 7 yrs 8 mos
- Member Board of TrusteesCurrent2019–Present
- Virginia Retirement SystemCurrent2016–Present· 10 yrs 8 mos
- Member, Advisory BoardCurrent2016–Present
- Jul 2016–Aug 2019· 3 yrs 1 mo
- Chief Investment OfficerJul 2016–Aug 2019
- Apr 2015–Jul 2016· 1 yr 3 mos
- Executive DirectorApr 2015–Jul 2016
- Apr 2009–Apr 2015· 6 yrs
- Investment ManagementApr 2009–Apr 2015
Education
BS
Economics
University of Maryland
Master of Business Administration - MBA
Finance and Financial Management Services
University of Miami Herbert Business SchoolExecutive Relationship Map
Reports To
Bryan Lewis
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer
Skills & Expertise
GovernmentPublic PolicyFinancial AnalysisRisk ManagementPortfolio ManagementFinancial ModelingHedge FundsInvestment ManagementStrategic PlanningPrivate EquityInvestmentsEquitiesAsset ManagementCapital MarketsAlternative Investments