- Recognized industry leading money manager, with 3 current Five-Star Rated SMA strategies by Morningstar (Polaris Focused Value, Focused Income, and Concentrated Value). Focused Value and Concentrated Value have consistently ranked among the top 1% in the industry since inception (~ 9 year period) ...more

- Recognized industry leading money manager, with 3 current Five-Star Rated SMA strategies by Morningstar (Polaris Focused Value, Focused Income, and Concentrated Value). Focused Value and Concentrated Value have consistently ranked among the top 1% in the industry since inception (~ 9 year period) in the Morningstar US SMA Large Value Category. Focused Value has outperformed the Russell 1000 Value benchmark in 72 out of 72 rolling 3-year periods since inception, and by an average of over 6% per annum. I have been the sole portfolio manager on these individual stock strategies since inception and personally developed all methodologies used. - Began as a traditional wirehouse financial advisor, transitioned into owning my own RIA, experience functioning in CIO and related roles, and as lead money manager for various individual stock and tactical ETF strategies. - Head of the Polaris Wealth Investment Team, overseeing fellow money managers, analysts, and traders. - Developed quantitative tactical ETF strategies - beta rotation and asset rotation. Root methodology provides an overlay for traditional individual stock portfolio management processes. - Created proprietary market barometer as a means of conducting regime analysis among various asset classes, factors and sectors of the market. Provides a road map for money managers with keen insights into what underlying trends are either expanding or contracting in the markets. - Author of "Asset Rotation", published by Wiley (2014). - Author of Winning the Game and Winning the Game Part II - articles highlighting why the average active money manager underperforms and providing a unique framework for how one can far more consistently add value for investors. - Previously featured in The Investment News, contributor to SeekingAlpha, WealthManagement.com, Yahoo Finance, Market Watch, etc. - Hard-working, passionate investment professional with a diversified skill-set and body of industry knowledge. - Former Head Coach under USA Swimming with experience coaching at the US Olympic Team Trials, Paralympic Trials, US Open, Senior Nationals, etc. (This now feels like a lifetime ago!). While a completely different industry, in both the athletic arena and in the financial services industry I have quickly moved into positions of leadership. Coaching and mentoring is a strong passion of mine.less