Investment professional with more than years of experience managing investments for portfolios in a variety of asset classes the most recent years in equity investing. Track record of out performance vs. designated benchmarks managing a diverse mix of investment funds. Investment experience earned in multiple environments taxable and tax-free, equity and fixed income, individual and institutional. Proven ability to communicate with multiple levels of internal external partners, including senior financial management, portfolio managers, equity analysts, traders, and individual institutional clients to help facilitate an effective investment decision-making process. Supervisory experience of highly trained investment staff. CFA, CAIA, CPA (Inactive) FINRA Series , , , and were acquired when necessary for a previous position Member of CFA Society of Columbus (former President) Member of the Ohio Society of CPAs Member of the CAIA Association Specialties Equity investing. GamingLodging, Restaurant stocks. Options strategies.read more ...read less ...
ohio
research
Miami University Of Ohio
A Href Edumiami-university-19116 Miami Universitya
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