CHIEF
Investment Officer ·
Strategy
“Building portfolios that balance performance with disciplined risk management — public and private markets, ESG-aware.”
Behind Every Strong Narrative
Is a Clear Mind
“Building portfolios that balance performance with disciplined risk management — public and private markets, ESG-aware.”
I'm a CIO-level finance leader with a track record across asset allocation, fundamental research, and stakeholder reporting. I've partnered with investment committees and boards to align portfolios with long-term mandates while maintaining liquidity and governance standards.
My work spans multi-asset portfolios, fixed income and equity sleeves, and alternatives where appropriate — with clear documentation for regulators and clients.
Core Capabilities
Core capability highlighted across mandates and deliverables.
Core capability highlighted across mandates and deliverables.
Core capability highlighted across mandates and deliverables.
Core capability highlighted across mandates and deliverables.
Core capability highlighted across mandates and deliverables.
Core capability highlighted across mandates and deliverables.
Professional Record
• Lead investment policy and strategic allocation across public and private sleeves. • Chair risk committee; instituted drawdown frameworks and liquidity stress tests. • Board-ready reporting for institutional LPs and oversight bodies.
• Built cross-asset research function; coordinated equity and rates views into a single house stance. • Partnered with PMs on factor overlays and downside hedging programs.
Selected Work
Qualifications & Licences
Commence a Conversation
awaits a great mandate
Reach out via email or LinkedIn — include context so we can respond efficiently.