A 25-year industry veteran who makes good investment decisions, interacts well with clients, and holds the CFA charter. Has extensive knowledge of the capital markets, experience managing portfolios, and has built a successful process for stock, bond, and mutual fund investing. Will prove to be an ...more

A 25-year industry veteran who makes good investment decisions, interacts well with clients, and holds the CFA charter. Has extensive knowledge of the capital markets, experience managing portfolios, and has built a successful process for stock, bond, and mutual fund investing. Will prove to be an asset by helping improve investment performance and attract new clients as a portfolio manager and relationship manager.less