Thirty years of experience in the financial services arena, specifically equity portfolio management incorporating both fundamental and relative strength analysis. Have played key roles, performing numerous functions, in building businesses that have grown both organically and by acquisition. ...more

Thirty years of experience in the financial services arena, specifically equity portfolio management incorporating both fundamental and relative strength analysis. Have played key roles, performing numerous functions, in building businesses that have grown both organically and by acquisition. Extensive knowledge of investments and financial markets, heavy interaction with both prospects and clients(Inst and HNW), and significant group management and thought leadership experience. In addition to actively managing portfolios, processes, and client relationships, also have had responsibility for spearheading an open architecture platform within a $10B AUM Bank/Trust Department. This involved developing and monitoring a list of approved money managers for access to asset classes and investing styles outside of core capabilities. In this role, conducted manager interviews, performed due diligence, and maintained relationships with outside investment personnel.less