Liam is an Investment Portfolio Manager and a member of the firm’s Investment Committee. As a member of the Investment Committee, he participates in the portfolio construction process and the determination of appropriate asset allocation models for client portfolios. He brings well-honed intuitive skills that contribute to the selection of the best managers for each asset class.
Liam has been awarded the Chartered Financial Analyst designation. He has been researching money managers and generating client-specific solutions for over ten years. He joined the firm from Olson Investment Advisors, where he managed client portfolios and selected managers for over six years.
Prior to working at Olson, he served at Mercer Investment Consulting, where he created effective strategic ideas and generated intellectual capital for institutional clients. He also specialized in analysis of alternative investments. Before joining Mercer Investment Consulting, Liam also worked on Wall Street with Technimetrics.
Liam received his Bachelor of Arts degree from the University of Notre Dame. He dedicates much of his spare time to various charities for families and children in crisis.