Principal of Calyx Capital Advisors, llc, a boutique financial advisory serving a limited group of private clients with Family Office services including investment management, trust management, family financial management and support of private company investments. Our philosophy and processes are refreshingly and distinctly different than the mainstream financial institutions.
Highly quantitative equity division risk manager with 20 years
of experience at Franklin Templeton Investments with a broad understanding of
the diverse aspects of the firm and investment industry as a whole. Extensive
knowledge of risk management, attribution and performance analysis, quantitative
analysis, and project management. Superior analytical and quantitative
abilities with proven results providing scalable tools to manage changing and growing
Skilled in maintaining flexibility, resourcefulness, and an
entrepreneurial spirit during the departments ongoing growth in size and
capabilities. Self-directed and effective in taking initiative and developing
programs and services that meet Franklin Templeton’s objectives. A dedicated
and enthusiastic manager able to motivate teams to provide excellent service
and develop ongoing client relationships.