As a principal and co-chief investment officer at Sawgrass Asset Management, I oversee the equity portfolio management, asset allocation, risk management, and investment research for our clients. Sawgrass is a boutique investment firm that provides customized solutions for high-net-worth ...more

As a principal and co-chief investment officer at Sawgrass Asset Management, I oversee the equity portfolio management, asset allocation, risk management, and investment research for our clients. Sawgrass is a boutique investment firm that provides customized solutions for high-net-worth individuals, institutions, and foundations. I have been with Sawgrass since its inception in 1998, and I have over 40 years of experience in the investment industry. I am a CFA charterholder and a member of the CFA Institute and the CFA Society of Jacksonville. I lead a team of talented professionals who share my passion for delivering superior returns and exceptional service to our clients. I also contribute to the strategic vision and direction of Sawgrass, ensuring that we uphold our values of integrity, excellence, and innovation.less