Work History‎ > ‎

Asset Allocation

Chairman of the Asset Allocation Committee at Salomon Smith Barney Consulting Group which was one of the largest Institutional Consulting Groups in the world with over $ 100 billion in consulting assets. The Asset Allocation GRoup at SSB was the top ranked Institutional Asset Allocation group as Ranked by Institutional Investor.

Responsible for Portfolio Management, Global Tactical and Strategic Asset Allocation advice to over $130 billion in institutional and retail assets.

Pioneered cutting-edge techniques in Strategic & Tactical Asset Allocation and Portfolio Optimization including sector-based asset allocation, Risk-Based Asset Allocation and Quadratic Optimization.

Developed a patent-pending online retail product using Sector ETF’s and the industry’s first quadratic portfolio optimizer.