Work:
Zeke Capital Advisors, Llc
Partner, Director of Research
Overture Financial 2004 - 2007
Managing Director, Director of Research
Windermere Investment Associates 2002 - 2004
Senior Consultant,Managing Director, Director of Research
Lockwood Financial Group 1999 - 2002
Partner, Director of Investment Manager Research
Lockwood Financial Group 1995 - 1999
Partner, Senior Research Analyst