• 30 years of financial services experience.
  • Vice President and Senior Portfolio Manager for Morgan Stanley Investment Management as a Fixed Income Specialist managing multibillion-dollar mutual funds.
  • Comprehensive knowledge of fixed-income markets with particular focus on money market instruments, shorter duration investment grade corporate, government, agency and mortgage-backed securities. Direct experience managing financial risks in adverse market environments.
  • Managed relationships with institutional and corporate clients, broker/dealer community, custodial banks, mutual fund accounting, internal and external auditors, and credit rating agencies.
  • Dedicated student of technical stock market studies with over a decade of extensive equity and option trading experience. .
  • BS, Accounting, Ithaca College – MBA, Finance, Fordham University.