Invests in
Sectors:
Locations:
Min Investment:
$2,000,000.00Max Investment:
$15,000,000.00Target Investment:
$8,500,000.00
Skills
Education
Bachelor of Science (B.S.)
Miami University – Farmer School of Business(2011 - 2015)
Lists including Kevin
Work Experience
Vice President
2022
Assistant Vice President
2021 - 2022
Senior Associate
2019 - 2021
2018 - 2019
Research Associate
2018 - 2019
2016 - 2018
Fixed Income Research Analyst
2016 - 2018
• Perform thorough due diligence and analysis on fixed income strategies and present at least one manager research report every quarter to the Investment Policy Committee for approval to the recommended list • Participate in hundreds of meetings/calls every year with investment managers across different asset classes gaining various perspectives/insights on the financial markets • Perform initial quantitative analysis and legal review on private debt funds. Analysis includes PME analysis, peer analysis, attribution analysis and review of legal terms, to establish core data for fact sheets • Continuously monitor our recommended traditional fixed income managers across all asset classes and all private debt managers