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Experience · 4 entries
All (4)
Investments (1)
2023
Business Development, Investor and Payer Relations
Oct 2023
ROMTech is the developer of a breakthrough, patented medical technology for knee and hip rehabilitation. The ROM technology enables knee and hip patients to recover 50% faster, saving money for patients, medical facilities and payors.
2012
Managing Director, Consultant Relations
Oct 2012
Founded in 1992, Seix Investment Advisors is a specialty fixed income manager providing investment grade and leveraged finance capabilities for institutional investors around the globe.
Seix seeks to generate competitive absolute and relative risk-adjusted returns over the full market cycle through a bottom-up focused, top-down aware investment process. Seix employs multi-dimensional approaches based on strict portfolio construction methodology, buy and sell disciplines, and trading strategies with prudent risk management as a cornerstone.
Investment Grade (Taxable) Strategies:
· Core
· Core Plus
· Corporate
· Intermediate
· Securitized
· Short Duration/Ultra-Short
Investment Grade (Tax-Exempt) Strategies:
· Short-Term Municipal Bond
· Intermediate Tax-Exempt
· Long-Term Tax-Exempt
Leveraged Finance Strategies:
· Floating Rate / Leveraged Loans
· Collateralized Loan Obligations (CLOs)
· Full Market High Yield
· Global High Yield
· High Quality High Yield
· Credit Opportunities
Multi-Sector:
· Multi-Sector Absolute Return Strategy
Seix Investment Advisors is a division of Virtus Fixed Income Advisers, LLC (“VFIA”), an SEC registered investment adviser.
2004
Managing Director, Consultant Relations
Jun 2004
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. To learn more, visit www.mesirow.com and follow us on LinkedIn.
Mesirow was also recently named one of the Best Places to Work in Chicago by the Chicago Tribune and one of the Top Places to Work by Crain’s Chicago Business.
2002
Associate Director, Consultant Relations
Jan 2002
Invesco is dedicated to helping investors around the world rethink possibility. Our comprehensive range of high-conviction investment capabilities is designed to help you build portfolios in more precise and impactful ways, and not just settle for average. This high-conviction approach is built on three core tenets:
- A pure focus on investing. Were solely dedicated to managing money. Each investment team is focused on finding the best opportunities for our clients.
- Diversity of thought. Were never dominated by a single opinion. We challenge and inspire each other to explore possibilities and uncover valuable insights.
- Passion to exceed. We dont settle for average. We share a passion to help investors build portfolios that exceed their expectations.
For disclosure, visit invesco.com/socialmedia.
BEFORE INVESTING, INVESTORS SHOULD CAREFULLY READ THE PROSPECTUS AND/OR SUMMARY PROSPECTUS AND CAREFULLY CONSIDER THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES. FOR THIS AND MORE COMPLETE INFORMATION ABOUT THE FUND(S), INVESTORS SHOULD ASK THEIR ADVISORS FOR A PROSPECTUS/SUMMARY PROSPECTUS OR VISIT INVESCO.COM/FUNDPROSPCTUS.
Invesco Distributors, Inc. is the U.S. distributor for Invesco Ltd.’s retail products. Invesco Distributors, Inc. is an indirect, wholly owned subsidiary of Invesco Ltd.
