Managing Director at start-up investment advisor, Julex Capital Management, providing dynamic asset allocation products and services through the All Season Investing™ suite of products.
Previously, as head of U.S. Portfolio Management for Sun Life Financial for last 12 years, actively directed client-focused portfolio management for $37 billion in insurance company fixed income portfolios to maximize risk-adjusted return. Managed asset mix, credit quality, liquidity, duration, and derivatives exposures for 80+ life insurance, annuity, and surplus portfolios.
Specialties in asset allocation, fixed income management, interest rate risk hedging, and immunized portfolio construction.
BA Boston ...More College, MBA Boston College, CFA Charterholder earned in 1989.
SNAPSHOT
Description: Company executive.
Trading frequency: Infrequent
