Waggish wordsmith, cunning crossword constructor, tireless tutor, serious senior softballer, semi-skilled stage and set structurer, putative playwright, staunch science sycophant, bold boogie-boarder, annoying alliterator. Particularly passionate about a pair of pet projects: fostering integrity ...
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Waggish wordsmith, cunning crossword constructor, tireless tutor, serious senior softballer, semi-skilled stage and set structurer, putative playwright, staunch science sycophant, bold boogie-boarder, annoying alliterator. Particularly passionate about a pair of pet projects: fostering integrity and accountability in the financial services industry, and enhancing math and science literacy among kids of all ages.
Writing credits include The Boys of Late Summer (Bywood Press, 2020), Asset Allocation For Dummies® (Wiley Publishing Inc., 2009), and Enterprise Risk Management: Trends and Emerging Practices (Institute of Internal Auditors Research Foundation, 2001).
Was formerly a founding principal and the chief investment officer of Giralda Advisors, whose mission was to advance the state of the art in investment management by providing sophisticated risk-managed investment advice and solutions to the wealth management community and its clients.
Holds the Chartered Financial Analyst® designation, is a Fellow of the Casualty Actuarial Society, and a Member of the American Academy of Actuaries and the New York Society of Security Analysts. In 2013, was awarded the Chartered Enterprise Risk Management credential in recognition of his pioneering work in the field of Enterprise Risk Management.
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