Career portfolio manager and analyst leading research and portfolio management teams emphasizing evaluation and utilization of boutique investment managers and exchange traded funds in globally asset allocated portfolios. Extensive experience with individual, family, philanthropic and institutional investors over a career spanning 25 years with industry-leading insurance, asset management and wealth management organizations. Also a recognized subject matter expert in the area of Environmental, Social and Governance (ESG) or sustainable and responsible investing. Founded a company serving the needs of professional musical performing artists and a boutique record label exploring emerging artists and lesser known concert works. Was a founding member of and served as a board member for numerous community and professional performing arts organizations in addition to being a regular performing artist on clarinet and saxophone for over 30 years.