Yyyyyy x. yyyyyy

Tenacious, focused and motivated senior-level executive with a wealth of diverse experience. Career background includes noteworthy operational and leadership background experience. Excel in deadline-driven, challenging and high-pressure settings that call for adaptability, attention to detail and a solid work ethic. Adept as it pertains to working as both an independent achiever and cross-functional team member. Seeking a position that will allow for leverage of skills, as well as offer prospects for career advancement.

Wealth Management | Family Office Administration | Operations Management

Investment Acumen | Leadership | Communication | Problem Solving| Strategic Planning

Organization | Time Management | Stakeholder Engagement | Critical Thinking

GOODRICH, LLC Ÿ 2006-Present

Partner, Chief Operating Officer (2014-Present)

• Tackle operational responsibility for wealth management of a Forbes 400 family with total assets in excess of $1B
• Oversee equities, bonds, real estate and a series of alternative asset classes
• Serve as a Trustee including management of trusts for families, as well as a series of highly successful charitable programs
• Act as Chairman of the Investment Committee
• Manage daily functions related to investments, budgets, legal matters, custody concerns, insurance, estate planning and commercial/residential real estate
• Develop and set into motion tactics for asset allocation and investment
• Oversee intensive and comprehensive custody, investment and insurance consultant searches
• Lead operations for multiple beneficiaries personal investment portfolios
• Expand upon and monitor all facets of the company s 401K Retirement Savings Plan

Partner, Chief Investment Officer, Trustee (2006-2013)

• Developed, implemented and supervised functions for a private equity and real estate vintage year investment plan; incurred a 22% IRR return since its commencement
• Determined the direction and performance of an investment portfolio; included tactical asset allocation as it related to family trusts
• Spearheaded continual due diligence reviews in partnership with all Investment Managers
• Fostered and sustained valuable business relationships with all external Investment Consultants

Cushing Academy Ÿ 2013-2015

Director

• Served for two years on the company s Board of Directors
• Worked in an Investment Committee member capacity
• Also engaged as a member of the Audit Committee

Yyyyyy x. yyyyyy

Merrill Lynch Ÿ 1991-2005

Financial Consultant, Senior Vice President

• Carefully and painstakingly advised clientele made up of wealthy families, business owners and key executives; touched on wealth creation, growth, preservation and transfer
• Developed and set forth intricate client financial, investment and estate strategies
• Delivered strategic asset allocation and portfolio construction advisement as well
• Served as a Resident Manager for two years; led a 25-person advisory and operational team
• Hand-chosen to drive the success of national training programs in Merrill Lynch's reputable, top-rated Advisor Development Program based in Princeton, NJ
• Directed all manager selection processes to ensure selection of top-tier, qualified candidates
• Also led hiring, training and management duties for staff at other organizational levels
• Played a pivotal leadership role in the establishment and opening of the Hingham, MA office location

Bachelor of Science, Cornell University

Completed Courses, University of Massachusetts-Amherst

Member, Merrill Lynch Circle of Excellence

Member, Cornell University Varsity Baseball

Member, American Junior Golf Association Ace Grant Foundation

Member, Phillips Exeter Academy Parents Committee

Former Member, University of Massachusetts (Amherst) Varsity Baseball