Lead the evolution of trading and portfolio implementation for LPL’s Tax Overlay program with a focus on designing and scaling tax-optimized portfolio trading capabilities, advanced direct-indexing capabilities, and delivering advisor-friendly solutions as an Assistant Vice President, Portfolio Manager and Tax Overlay, a key team leader within LPL’s Overlay Portfolio Management Group (OPMG). 2 + years of quadratic and mixed-integer optimization and multi-factor risk modeling, with hands-on experience using industry-leading platforms such as Axioma, Northfield, MSCI Barra & QIS, n-factor Risk Models, Vestmark VAST, Envestnet/PMC or other advanced tax overlay technologies for scalable, tax-aware portfolio construction.