EZ ADVISORS, LLC, (2001-Present); Founder and President · Developing foreign exchange hedge fund of funds with two prime brokerage firms · Allocating funds and performing due diligence for hedge funds portfolio of family office · Expert witness and litigation support services (see attached for specific cases).
AZIMUTH ALTERNATIVE INVESTMENTS/ (2005-2006); Business Development · Responsible for strategy, asset raising and M&A for diversified fund of funds with $250mm AUM; focused on private banking, wealth management and family offices
I AA, LLC (2002-2005); Founder and Manager
· Founded successful hedge fund of funds sub-advisory program with clients including banks, fund of funds, family offices and S&P and Dow Jones hedge fund index products · Active in manager selection and due diligence; portfolio construction; asset allocation and portfolio optimization, factor analysis and risk management for wide range of fund of funds. ADVISOR SOFTWARE, INC. (2000-2001) PRINCIPAL, BUSINESS DEVELOPMENT
Headed marketing and acquisitions for company founded by Andrew Rudd, Chairman of Barra/Rogers/Casey, to provide Internet asset allocation and risk management wealth management program for investment advisors BERKSHIRE CAPITAL CORPORATION (1989-2000); Managing Director
· Conducted research and business development for M&A advisory in securities and asset management industries for boutique mergers and acquisitions firm E Z A, LLC (1991-1998), Founder & President of CTA
· Founded and managed High Yield Currency Arbitrage Program that managed $200 million using currency and interest rate spot, forward, swaps, futures and options with a variety of banks and brokers. · Partner in Raynor & Stonington (proprietary trading of market neutral strategies in FX, commodities, interest rates and equities, and emerging market fixed income) YALE UNIVERSITY SCHOOL OF MANAGEMENT, 2005-6; Adjunct Professor PRINCETON UNIVERSITY BENDHEIM CENTER FOR FINANCE, 2001-2005; Lecturer · Teaching graduate seminars in Investment Finance and Hedge Funds · Consulting for Russian banks for US AID/World Bank in Moscow
MELLON BANK , CAPITAL MARKETS GROUP, Pgh; Global Trading Manager (1988-90)
· Managed 60 professionals, six dealing rooms and all aspects of trading strategic trading in currency and interest rate spot, forwards, swaps and options. MANUFACTURERS HANOVER TRUST COMPANY , (1980-1988), Capital Markets Group Managing Director and European Regional Treasury Manager, London (1986-1988)
o Managed 100 professional and all aspects of trading in 13 European trading rooms for foreign exchange and interest rate; founded FX options trading group Vice President and Co-Chief Dealer, New York (1983 – 1986) Vice President and Manager, International Treasury Consulting Group (1980 – 1983)
, CAPITAL MARKETS GROUP, Pgh; · Managed 60 professionals, six dealing rooms and all aspects of trading strategic trading in currency and interest rate spot, forwards, swaps and options. · Founded and managed High Yield Currency Arbitrage Program that managed $200 million using currency and interest rate spot, forward, swaps, futures and options with a variety of banks and brokers. · Partner in Raynor & Stonington (proprietary trading of market neutral strategies in FX, commodities, interest rates and equities, and emerging market fixed income) · Conducted research and business development for M&A advisory in securities and asset management industries for boutique mergers and acquisitions firm · Founded and managed High Yield Currency Arbitrage Program that managed $200 million using currency and interest rate spot, forward, swaps, futures and options with a variety of banks and brokers. · Partner in Raynor & Stonington (proprietary trading of market neutral strategies in FX, commodities, interest rates and equities, and emerging market fixed income) |
|