35 Years of Investment Experience

  • Tandem: RIA Consulting, LLC Lake Forest, IL
    Principal – established 2024
  • LMCG Investments, LLC Boston, MA
    Client Service/Operations
  • Wellington Management Company Boston, MA
    Equity Portfolio/Product Management
  • Schroders NA New York, NY
    Equity Product Management
  • Rampart Investment Management Boston, MA
    Manager of Derivatives Desk
  • Rogers, Casey and Associates Darien, CT
    Head of Manager Search/Selection

Credentials

Chartered Financial Analyst

Bachelor of Arts - University of Michigan

Masters of Business Administration (Finance) - University of Connecticut