• Led team of 3 portfolio managers and 9 quantitative analysts responsible for over $6 billion in multi-asset portfolios, supporting clients across all institutional channels and internal investment teams with asset allocation decisions, portfolio modeling, and risk management • Led combined Multi-Asset and LDI portfolio management (2021–2024), covering over $50 billion and 100+ clients across diverse plan types and investment objectives • Grew assets and revenue by more than 10% annualized over 5 years (versus 3% market growth) without increasing headcount by focusing on organizational design and process automation • Helped deliver over half of the firm’s net new revenue by presenting in finals, leading RFP responses, and cultivating deep client relationships • Designed and implemented proprietary multi-asset funds focused on investment outcomes across capital accumulation, liability management, and retirement income objectives • Led due diligence on third-party offerings including secondaries, systematic strategies, alternative risk premia, alternative financing, and sub-advisory opportunities • Collaborated with investment teams globally to establish market views and investment strategies; communicated views effectively to clients, investment committees, and media • Delivered thought leadership through rigorously researched white papers and coordinated research efforts across all areas of L&G globally • Identified and implemented structuring and rebalancing trades that enabled clients to outperform passive benchmarks by 50–100 bps annually on an opportunistic basis • Active in the firm’s Culture Working Group, led efforts to support diversity throughout the firm while strengthening a cohesive and collaborative environment • Earned 90%+ employee satisfaction score (versus industry benchmark of 71%) and consistently top line manager ratings from 2019–2025 in Glint employee survey

• Managed $1.9 billion multi-asset portfolio, provided strategic leadership, and integrated investment strategy with daily insurance operations • Developed and recommended new investment policy expected to improve portfolio Sharpe ratio by 20% and strengthen governance by partnering with actuarial staff and investment consultant • Eliminated $1 million in costs by consolidating investment mandates and streamlining services • Led investment committee meetings and educated Board of Directors on asset allocation, manager selection, derivatives, and performance

• Managed asset allocation and investment risk for over $25 billion of multi-asset mandates across a broad range of client and plan types, investment policies, and underlying strategies • Directed $4 billion derivative overlay, portfolio completion, and hedging program, realizing cumulative tactical gains of over $250 million through a bespoke risk management platform • Developed and implemented customized regime-based asset allocation and volatility models

• Led global portfolio management for suite of multi-asset risk allocation products and provided custom analysis and best-in-class service for derivative-based solutions for the firm’s largest clients • Launched suite of target date and target risk ETFs by negotiating with index provider, collaborating with an independent mutual fund board, and providing market analysis and product positioning to sales team • Developed portfolio rebalancing optimization model that reduced transaction costs by 25%

Chartered Financial Analyst

CFA Institute