|
Professional
Experience:
Current:
Managing Partner & Portfolio Manager, Qterra Capital Management LLC
Director Risk Management, Office of Investments, Case Western Reserve University, Cleveland, Ohio. Assist with managing
their $1.6 billion Endowment Fund
Prior:
Investment Analyst, Oberlin College, help manage the Oberlin
College $700 million Endowment Fund, Oberlin, Ohio
Financial/Consultant, Smith Barney, Chagrin Falls, Ohio
Equity Research Analyst/Portfolio Manager Associate, The Victory Growth Mutual Fund, Victory Capital Management, Key
Bank, Cleveland, Ohio.
Technology Strategist and various other roles supporting the Investment Management/Trust
Business at Victory Capital Management, Key Bank, Ohio
|
Education:
CFA (Chartered Financial Analyst) CAIA (Chartered
Alternative Investments Analyst)
MBA Finance, Case Western Reserve University, Cleveland, Ohio
MA Economics,
The University of Akron, Akron, Ohio
BA Economics/Statistics, Elphinstone College, Bombay, India
NASD
Series 65
|