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Asset Management CEO
Asset Management CEO
New mentor!
Member since 2026
  • Edinburgh
  • Boston
  • ,
  • New York City
About the mentor

I’m a former global CEO and asset management industry operator with more than 20 years of experience across institutional investment management, financial communications, marketing strategy, business development, and executive leadership.

I started my career at BNY Mellon and The Boston Company Asset Management, working closely with investment teams on market commentary, product positioning, thought leadership, and client-facing communications. I later founded and built the North American division of a global financial marketing agency, growing it from a small pilot into a multimillion-dollar business serving many of the world’s largest asset managers. I subsequently became global CEO, leading 150+ professionals across five continents.

I’m especially useful for mentees interested in the broader asset management ecosystem: investment communications, product and strategy, distribution support, investor-facing content, financial marketing, business development, and leadership paths outside the traditional portfolio manager or investment banking track.

My mentoring style is candid, practical, and career-focused. I'm particularly useful for people who want to understand how the industry actually works — not just how to get the first job, but how careers in and around investment management evolve over time.

Expertise
  • Asset Management
  • Consulting
  • Equity Research
  • Corporate Development
  • Corporate Strategy
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

Frequently Asked Questions

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