Fred has worked as an investment professional in the San Francisco Bay Area for more than 30 years. As co-chairman of the Private Ocean investment committee, he collaborates with Frank Jones to develop investment strategies. Together, they also analyze, recommend and approve investment products.
Fred is a recognized authority in the asset management industry. He has advised many of the world’s leading institutional investors on portfolio issues and solutions throughout Europe, Asia-Pacific and the Americas. Previously, he was managing director and head of client advisory at BlackRock, the world’s largest asset manager. Fred’s professional experience includes: corporate finance and strategy consulting to Fortune 500 companies; mergers & acquisitions for the financial services industry; reinsurance and alternative risk financing; venture capital; and, asset management advice for pensions, foundations, endowments, sovereign wealth funds and individual investors.
Fred is currently a professor in the School of Business and Leadership at Dominican University of California, where he teaches courses in investments and other finance-related topics. He has authored numerous papers on total-portfolio investment issues and solutions.
PhD in Engineering – Economic Systems, Stanford University