Team-oriented investment professional with extensive portfolio management experience. Strategic thinker with proven ability to handle multiple projects in fast-paced environment. Current position in...see more
Financial Services Banking & Insurance
Real Estate
€400
/hr
Pre-vetted expert
Confirmed hourly rate
Available on short notice
Experience
Director of Pension Fund Investments
Dallas/Fort Worth International Airport (DFW)
6 years
Current position
May 2016 - Present
• Management of $850 million investment portfolio across two defined benefit plans and an OPEB plan. Develop and recommend investment policies and strategies to the Vice President and ...see more
Adjunct Professor Of Finance
Texas Christian University
12 years
Current position
Jul 2010 - Present
• FINA 40793/FINA 70790--Introduction to Alternative Investments (elective) • FINA 30213--Investments I (core) • Senior honors thesis consulting professor.
Investment Officer
Fort Worth Employees' Retirement Fund (FWERF)
8 years
May 2008 - May 2016
• Provide research, analysis, and recommendations to the Executive Director/CIO on the fund’s $2.1 billion investment portfolio and its construction, as well as overall market condition...see more
Associate Intern - Endowment Office
Texas Christian University
4 months
Sep 2007 - Jan 2008
• Created cash investment strategy to maximize risk-adjusted returns on $20M of University’s medium-term frictional cash using a combination of equity- and fixed income-linked structure...see more
Associate Intern
Brazos River Capital
4 months
May 2007 - Sep 2007
• Performed business valuation analysis and modeling, including DCF, replacement/liquidation, and earnings multiple methods, on targeted middle market firms, i.e. $10M to $100M in EBITD...see more
Private Wealth Manager
JPMorgan Chase & Co.
11 months
Jul 2005 - Jun 2006
JPMorgan Chase & Co. is an American investment bank and financial services holding company
Private Wealth Manager
TD Waterhouse Investor Services
3 years
Nov 2002 - Jul 2005
TD Waterhouse Canada Inc. is a Canadian financial services corporation headquartered in Toronto, Ontario and owned by Toronto-Dominion Bank. The company does business through several di...see more
Investment Analyst
Morgan Stanley
2 years
Jul 2000 - Feb 2002
Morgan Stanley is an American multinational investment bank and financial services company