Brown Brothers Harriman 1999 - 2013
Managing Director and Chief Operations Officer and Chief Financial Officer Wealth Management
Brown Advisory 1999 - 2013
Partner, Portfolio Manager
Stein Roe & Farnham 1992 - 1999
Vice President, Investment Counseling Group
Kemper Financial Corporation 1991 - 1992
Mutual Fund Distribution, Kemper Family of Funds
Education:
The University of Chicago Booth School of Business 1996 - 1999
Master of Business Administration, Masters, Accounting, Finance
Washington and Lee University 1987 - 1991
Bachelors, Bachelor of Arts, Economics
Episcopal High School of Jacksonville 1982 - 1987
Skills:
Wealth Management Investments Mutual Funds Portfolio Management Asset Management Alternative Investments Hedge Funds Equities Private Equity Finance Bloomberg Fixed Income Capital Markets Investment Management Wealth Management Services Securities Asset Allocation Operations Management Sales and Marketing Leadership Asset Managment Leadership