Since I started my career in 1996, my focus has been the research and direct investment management of stocks and bonds for high net worth and small business clients. Additionally, I have experience in manager research and due diligence, having helped oversee and manage a $10 billion institutional pension fund. While there, I oversaw the pension fund’s equity and fixed-income investment portfolios that were managed by outside investment managers. I had specific oversight of the pension fund’s $1.2 billion concentrated managers program that sought to extract value add from some of the country’s best investment managers through a mandate that required high conviction and a limited number of stock positions.
I received a B.S. in Finance from the University of Maryland, College Park, and an MBA from Loyola University Maryland. More recently, I completed coursework in international investing and currency management with the Oxford International Investment Programme at the Said Business School at the University of Oxford, United Kingdom.
I hold the Chartered Financial Analyst (“CFA”) and Chartered Alternative Investment Analyst (“CAIA”) designations. I am a member of the CFA Institute and the CFA Society Washington, DC. I am also a full member of the Washington, DC Chapter of the CAIA Association®.
Outside of the office, I enjoy spending time with my wife and two children. When I can find the time, I enjoy playing music (guitar) and performing with friends in a local garage band.