Investment professional with 30 years asset management and equity/fixed income trading experience. Expertise in developing and managing ETF portfolios for Institutional and Retail clientele. Extensive experience developing a research process (fundamental/technical) that is used to determine ...more

Investment professional with 30 years asset management and equity/fixed income trading experience. Expertise in developing and managing ETF portfolios for Institutional and Retail clientele. Extensive experience developing a research process (fundamental/technical) that is used to determine portfolio asset allocations as well as security selection. Spoke on numerous conference panels covering topics related to the ETF Industry and ETF Managed Portfolios.less