Education
University of Pennsylvania
Bachelor of Arts and Science, Economics -NYU Stern School of Business
MBA, Finance, Statistics -Work Experience
Current
Rockefeller Capital Management
2020-11-01 - 2024-12-01
Rockefeller Capital Management
Fiera Capital
2016-09-01 - 2020-06-01
Fiera Capital
Larch Lane Advisors LLC
2010-05-01 - 2016-08-01
Larch Lane Advisors LLC
PRMIA - Professional Risk Managers' International Association
2009-06-01 - 2014-06-01
PRMIA - Professional Risk Managers' International Association
Ivy Asset Management, Inc
2004-05-01 - 2010-05-01
Ivy Asset Management, Inc
Bond Technologies, Inc
1998-02-01 - 2002-08-01
Bond Technologies, Inc
Doug Evans and Partners, LLC
1997-06-01 - 1997-12-01
Doug Evans and Partners, LLC
Skills
Summary
I’m a business operations and investment executive with deep expertise in architecting and scaling institutional-grade operating platforms across asset management and wealth ecosystems. Over the past 15+ years, I’ve led complex, cross-functional transformations that align investment strategy with operational infrastructure, governance, and risk management. As COO of Rockefeller Asset Management, I oversaw front-to-back operations, trading, technology, and risk functions across a $16B+ AUM multi-asset platform—driving enterprise-wide platform integration, workflow automation, and vendor rationalization. At Fiera Capital, I served as Deputy CIO and Head of Investment Risk, leading portfolio construction oversight, front-office risk analytics, and investment due diligence across public and private strategies. My approach is execution-driven and highly technical—grounded in operating model design, process reengineering, and platform modernization. I’ve implemented OMS/PMS migrations, built scalable performance and risk engines, and embedded control frameworks into pre- and post-trade functions. Areas of Expertise: • Front-office platform integration (OMS, PMS, data architecture) • Operational strategy, trading workflow optimization, and STP enablement • Risk and performance infrastructure across equities, fixed income, and alts • Governance design across investment, risk, and product lifecycles • Scalable operating models aligned to M&A, growth, and regulatory change I thrive in high-accountability roles where execution, cross-functional leadership, and systems thinking drive real business value. I’m currently exploring executive opportunities where I can lead platform transformation and operational scale as a strategic COO or Head of Business Operations.