Manage the Large Cap Growth portfolio: research, recommend, and manage stocks; deliver research materials; manage client investment relationships, lead client meetings, delegate planning and service tasks, and help grow client relationships.

Lead ETF business development by building relationships with RIAs, family offices, and wealth managers. Prospect, educate, and convert advisors on ETF implementation and portfolio construction. Partner with leadership on market strategy, contribute to thought leadership, represent the firm at events, and provide market feedback to shape product positioning and growth.