Can you describe your career journey? When did you know you wanted to be in the investment management/financial services industry?
I started at Merrill Lynch where I had several careers—first as a bond fund accountant, then moved to asset management arm as a credit analyst and a portfolio manager on the stable value team, then built a derivatives infrastructure team for the asset management platform and then ended my ML time as portfolio management on the core plus team.
Stable value asset class was the most fascinating to me and really got me hooked on investment management. Although stable value is generally the low-risk solution in a 401k plan the underlying investment strategies, my boss at the time was using derivatives and different option strategies. The creativity we were able to employ within the accounts made we want to be an investor.
Can you tell us more about your involvement in the West Windsor Ninjas Girls Softball Association? What made you want to get involved with this organization?
It is a travel softball organization I founded about 10-years ago focusing on developing girls in the local community both as softball players but also to become leaders. As my daughters got older, we merged with an organization called the Witches. This program was more about developing players for the collegiate level and helping young women achieve their goals of playing softball in college.
Why I got involved is simple: There was a long waiting list to be a little league baseball coach, but no one ever wanted to coach softball. The little league softball program was on the verge of going away when my girls were young. We completely turned it around by giving it the attention it deserved.
Tell us something about yourself that most people at Mackay would not know about you.
I may regret writing this, but I am a big fan of the Hallmark holiday movies. From thanksgiving until New Year’s Eve my wife and I will watch as many as we can…