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Bachelor of Science (B.S.)
2021
Monroe Capital is a premier boutique asset management firm specializing in private credit markets across various strategies including, direct lending, asset-based lending, specialty finance, opportunistic and structured credit, and equity.
2020 - 2021
2020 - 2021
2015 - 2020
2017 - 2020
+ Responsible for oversight, direction and management of ~ $19 Billion Pension and Insurance Trusts + Work with CIO, Committee and Consultant to formulate investment policy and strategy, portfolio construct, investment characteristics and risk profile. + Source, research, recommend and implement investment opportunities in multiple asset classes. + Extensive Alternative Investment experience as Director of Real Estate and Real Return asset classes. + Review multiple Asset Management firms, teams and strategies each week, month and year. + Structured the Strategic Partnership Initiative to build multiple mandate, large asset relationships + Sourced and structured first ever KRS Strategic Partnership with Mass Mutual via the Barings European Value Add Real Estate mandate + Monitor, analyze, track performance of and perform due diligence on institutional asset managers in KRS portfolio – GP/LP, Separate Acct, 40 Act Funds, Public and Private, Debt and Equity + Represent KRS as speaker/panelist at multiple industry conferences and forums. + Serve as a member of the LP Investment Advisory Committee for multiple mandates.
2015 - 2020
2007 - 2012
2007 - 2012
+ Co-Portfolio Manager on ~ $6B AUM including Institutional Separate Accounts, Commingled Pools and Registered Mutual Funds. + Managed portfolio duration and sector weightings, liquidity, active derivative employment and position exposure. + Lead or co-lead weekly investment staff meetings covering sector analysis, allocation rationale, security selection and macroeconomic influences. + Credit Analyst – responsible for publishing research and actionable recommendation on the debt securities of approximately two dozen oil and gas related companies on the global fixed income platform. + Produced periodic analysis and recommendations for consumption on the global credit platform. + 2008 – Promoted to Director, leadership level of Deutsche Asset Management.
2008 - 2009
2000 - 2007
2000 - 2007
Lead relationship manager for some of INVESCO’s largest, most high-profile clients with combined $10+ Billion in Stable Value including: McDonald’s, Goodyear, Siemens, GlaxoSmithKline, Humana, Pepsi Americas, Kellogg, USG, Cummins and Dow Chemical, among others. Direct contacts were one or more of the following: Treasurer, CFO, Investment Committee, Institutional Consultant, Board of Directors, HR executives, etc.. + Stable Value and Fixed Income Product Specialist + Monitor, analyze and evaluate external fixed income managers including BlackRock, Jennison, PIMCO, etc., + Institutional Advisor to Plan Sponsor, staff and committee. + Developed thorough and extensive knowledge of all client’s Defined Contribution Plans + Primary activities included: Professional and personal communication with all clients: frequent, thorough, purposeful and pertinent Developing and delivering logical, dynamic presentations including performance, holdings, risk exposure, etc. Educating clients and their staff about the complex investment discipline and process of Stable Value and the fixed income markets, including external manager’s role and specific mandates. Craft, implement and enforce Investment Policy Statements and Insurance wrap agreements. + 2005 – AMVESCAP Associate Partner - Promoted to Associate Partner Level
1992 - 2000
1992 - 2000
Extensive successful experience on the Retail side of investments prior to moving to the Institutional Investment industry in 2000.