Team

I founded The Modest Economist® in 2016 following a 23-year career at the global investment management firm PIMCO.

As a member of the investment team at PIMCO, the clients I advised were institutional investors. Institutional investors are entities that represent pension fund assets,  for example. They hire a company like PIMCO to invest on their behalf.

It was my responsibility to report to investment committees, CIO’s, CFO’s and Treasurers on portfolio holdings, portfolio strategy, economic outlook, and portfolio performance. In addition, I was responsible for the oversight of portfolio guidelines and risk management.

The clients I worked with include S&P 500 companies, central banks and private pension companies in Latin America, healthcare organizations, insurance companies, endowments, foundations, and multi-employer plans.

In addition to my client responsibilities I led the development of PIMCO’s advisory services in Latin America with a focus on central banks and pension plans. I launched the multinational corporate channel and headed the relaunch of the PIMCO secure website for clients. For many years I was a senior member of PIMCO’s economic forecasting group.

Prior to joining PIMCO I was a fixed income institutional salesperson with E.F. Hutton and Bear Stearns.

I have over 30 years of institutional investment experience and hold an MBA from the Anderson Graduate School of Management at the University of California, Los Angeles. I received my undergraduate degree in economics from the University of California, Berkeley.

The Modest Economist is based in New York City although I divide my time between New York City and Southern California.