Managing Director at start-up investment advisor, Julex Capital Management, developing and marketing dynamic asset allocation ETF Managed Products and services to financial planners and institutions providing downside protection, upside participation and consistent returns in both bull and bear markets.
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 College, MBA Boston College, CFA Charterholder earned in 1989.