
Karl M
Portfolio Manager
Skills

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Work experience
Confidentials
Part-time • 3 yrs 3 mos
Adjunct Professor, University of the Potomac
May 2026 - Present • 3 mos
└─ Teaching graduate-level finance to MBA candidates at a US-accredited institution, translating live UHNW portfolio work into curriculum current with market conditions. └─ Led development of AI-powered proprietary software generating interactive simulations that mirror real wealth-management workflows — client discovery, allocation decisions, and portfolio reviews. └─ Enabled in-context skills development for future wealth managers by embedding simulation practice directly into coursework, at no additional per-student cost to the program.
Adjunct Professor, Webster University
Aug 2023 - Present • 3 yrs
└─ Trained 200+ students and improved assignment compliance by 30% through individualized mentoring and structured feedback. └─ Built interactive AI-powered simulations comparable to $80-$150 per-student retail offerings, delivered as part of the adjunct role at no additional cost to the program. └─ Coordinated industry guest lecturers and integrated behavioural finance into a CFA-affiliated graduate curriculum, keeping content current with UHNW client work.
Portfolio Manager - Vitus Capital Partners
Family Office List • Full-time
Apr 2011 - Present • 15 yrs 4 mos
└─ Executed cross-border interventions: exited deteriorating jurisdictions ahead of instability, rebuilt banking and custody relationships across 31 countries, and relocated family members and assets under time pressure, every time, before the window closed. └─ Delivered the full portfolio mandate across public and private markets: +20% annual compounding over 14 years, realized drawdowns cut by +50%, a broken PE pilot exited (+70% admin drag reduction), and external-manager performance rebuilt (+20% lift). └─ Built and defended the family mandate: established governance from scratch, held all parties to it when discipline was tested, and restructured it as the family changed — keeping one framework intact across 14 years of evolving dynamics.