President and Chief Investment Officer
Knights of Columbus
Following a career in investment consulting with Evaluation Associates starting in 1987, I joined Knights of Columbus in 2005 and continue to serve as Executive Vice President and Chief Investment Officer. During this time we established a variety of new strategies within our bond portfolios and we also implemented a broadly diversified alternative investment strategy. In 2014, I led the creation of Knights of Columbus Asset Advisors, our third party asset management company, where I serve as President and Chief Investment Officer. I have oversight of our investment, marketing and client service functions across over 40 professionals. Knights of Columbus Asset Advisors offers 9 mutual funds and several private funds across equities, fixed incomes, REITs and alternatives. In 2018, I led the acquisition of Boston Advisors’ institutional business and we stand today with our equity team in Boston and our fixed income team in New Haven. We are continuing to build out our business across the institutional market and a broadening number of retail channels. We strive to be a leader in the Catholic investment space and have a growing expertise in ESG research and implementation within our various strategies. Specialties: My greatest areas of specialty are in developing Invesment strategies, creating model portfolios through our asset allocation process, fixed income portfolio management and product development. I want to continue my corporate board participation and am always looking to network and consider new board opportunities. I currently serve on the Board of Directors of the Knights of Columbus and also serve on the Board of Directors of Campo Pio, our Italian real estate holding company. In addition, I serve on the Board of Directors of Luxy, a private equity backed technology solution for the livery industry.
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