Our
Leadership

My passion for building solutions that have a positive influence on people’s financial well-being is perfectly aligned with the mission at &Partners. I work closely with advisors on portfolio strategy and offer a wide range of investment insights.

My work has spanned decades in diverse roles including managing portfolios and devising employer retirement solutions as well as sophisticated institutional investor strategies. For many years I also worked with the CFA Institute on curriculum development, notably within portfolio management.

I spent the first half of my career in various portfolio management roles at BlackRock, focusing on both strategic and tactical asset allocation. I have held leadership roles, such as leading the Defined Contribution business at State Street Global Advisors. Most recently, I was the CEO of LGM, an emerging market equity boutique fully owned by BMO Global Asset Management.