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OFI Institutional Asset Management |
Boston, MA |
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Chief Investment Officer, Fixed Income |
4/2002 - 12/2008 |
Managed team of 25 portfolio managers, traders, and analysts responsible for $21 billion in institutional and retail fixed income assets.
Founded, implemented, and managed institutional fixed income division of OppenheimerFunds, Inc. Accountable for a P & L with over $100 million in annual revenues. Formulated all portfolio strategies with senior members of the fixed income management team. Achieved first quartile performance for institutional and retail portfolios in six out of seven years. Marketed investment management services to institutional prospects. Achieved first quartile performance for institutional and retail portfolios in six out of seven years.
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Morgan Stanley Investment Management (Miller, Anderson & Sherrerd, LLP) |
West Conshohocken, PA |
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Executive Director and Portfolio Manager |
8/1993 - 3/2002 |
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Headed firm wide institutional corporate bond holdings totaling approximately $25 billion. Formulated Core and Core-Plus strategies with co-members of the fixed income management team. Managed various institutional client portfolios. Marketed investment management services to institutional prospects.
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