An entrepreneurial Chief Investment Officer with 30+ years of proven Investment Management Experience and Fiduciary Investment Leadership at global investment leaders, including Frost Bank, Wells Fargo, First Union Bank, and First Interstate Bank. A visionary in strategic investment and innovator ...
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An entrepreneurial Chief Investment Officer with 30+ years of proven Investment Management Experience and Fiduciary Investment Leadership at global investment leaders, including Frost Bank, Wells Fargo, First Union Bank, and First Interstate Bank. A visionary in strategic investment and innovator in Equity, Alternative and Risk Managed Strategies who is adept at identifying strategic gaps, securing leadership and client buy-in and turning around underperforming investment strategies. Years of hands-on experience as Chairman of Investment Policy and Bank Investment Trust committees, with expertise managing Fiduciary Trusts and regulated investment structures, including 40 ACT Mutual Funds, Bank Common Trust Funds and Hedge Fund Private Placements. Decades of experience working closely with Corporate, Non-Profit, Retirement and Trustee Boards and a 20+ year tenure with Wells Fargo and its predecessor organizations. A nimble and agile player coach, thought leader and continuous learner experienced leading teams and businesses through changing business environments including pivoting to pandemic investment and now post-pandemic investment strategies.
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