With over 20 years of experience in the investment industry, I am generally considered one of the leading investment and operational professionals in multi-asset allocation solutions across the retirement, wealth, and technology space. Working with and for advisors, plan sponsors, and participants, ...more

With over 20 years of experience in the investment industry, I am generally considered one of the leading investment and operational professionals in multi-asset allocation solutions across the retirement, wealth, and technology space. Working with and for advisors, plan sponsors, and participants, I have a well-developed understanding of effective portfolio design and implementation… from manager selection, asset allocation, and target-date architecture to optimal combinations of active and/or passive asset class options. My analytical skills and insights always keep a fiduciary-first mantra for wealth management. I have “full-stack” investment expertise: from back-office & trade operations... to front-office product & portfolio management... to external-to-office effective communication of solution to grow and develop business. Leveraging my experience as Chief Investment Officer at Stadion Retirement (a 401k managed account provider), where I played a critical role on their Senior and Executive management teams, while my knowledge, skills, and abilities were applied across all functional teams, I started Evolve Analytics to capitalize on emerging trends across the investment realm, was a Subject Matter Expert for Financial Services Transformation at one of the big 4, and am currently at PCIA as Director of Investments! I received my BBA in Finance from the University of Georgia and hold the Chartered Financial Analyst designation. I am a member of the CFA Institute, the CFA Society of Atlanta, and the National Eagle Scout Association. Specialties: Glide Path Solutions | Digital Tools | Pooled Employer Plans | Industry Disruption | Lifetime Income | Financial Wellness | Wealth Advisory | Multi-Asset Asset Allocation | Strategic, Alternative, & Tactical Strategies | RIA/TAMP Operations | Portfolio Manager | IPS | Risk Managementless