Client Portfolio Manager
Client Portfolio Team
My work as a Client Portfolio Manager requires agility and Swiss Army knife-skills. Some days, I’m running competitive analysis and attribution reports on our investment strategies. Other times, I’m meeting with asset allocators to share the ZCI vision or supporting our distribution partner.
The essence of my role is communication. It doesn’t matter if an investment environment is favorable or challenging, straight-forward communications with clients and partners are essential.
The first thing I noticed about this firm was how helpful everyone was. In any role, onboarding and learning what success looks like takes time. My teammates helped flatten the learning curve considerably.
Think about how crazy snow skiing is: humans build cable infrastructure in extreme conditions to summit the world’s tallest peaks. And the whole point is to maximize thrills by riding gravity as long and as fast as you can. It really is the best world’s best hobby.
“Transparent communications and consistent education are necessary for great client relationships.”
BA in Economics with an emphasis in Macro Policy and German Washington College
Fairmount Rowing Association
Conshohocken Community Rowing member
Friends of the Wissahickon trail volunteer