Larry brings a multidisciplinary approach to the investment team from his years of service to the industry in a variety of roles. He began his career in public accounting, most notably at KPMG, where he provided assurance services to investment advisers, broker/dealers, and not-for-profit organizations. As Director and Performance Manager with Babson Capital Management, Larry led an investment performance team for an organization managing over $90 billion across the asset class spectrum. During his tenure Larry led Babson’s Private Wealth Management group’s successful implementation of the CFA Institute’s after-tax provisions of the Global Investment Performance Standards (GIPS®). As Vice President with The Private Edge Group at the State Street Corporation, Larry managed State Street’s index of 1,400 private equity vehicles representing over $1.2 trillion in committed capital. At Private Edge, Larry serviced clients, monitored portfolios, and analyzed data for institutional clients with significant private-equity and real-estate allocations. Larry was an early adopter of exchange-traded products and continues to research and develop tactical asset allocation strategies for low-volatility, real return portfolios utilizing momentum and efficiency analysis and low-cost, passive investment vehicles.
Larry and his family reside in Belmont, Massachusetts, where he also served his community as a member of Belmont’s Town Meeting. He is a passionate Bruins fan, toils frequently in the gastronomic and homebrewing arts, and enjoys family time, cycling, travel and a list of sports and recreational activities too long to mention.