Global Strategic Investment Solutions 2018-Present
NextGen Outsourced Chief Investment Officer – Strategic Contrarian Investor, Passive Execution, Low Fee
Hirtle, Callaghan & Co.: Investment Officer, Principal 2002-2017
Led Hirtle Callaghan’s Western regional office in Scottsdale that served high net worth individuals, family offices, endowments, foundations, and other fiduciary institutions in the Southwest, Rocky Mountain area and California. Grew the office from two initial clients to over 70 with AUM in excess of $2.5 Billion. Worked directly with clients to develop their customized global asset allocation and actively managed the relationship on a full-time proactive basis. Member of Hirtle Callaghan’s internal Investment Policy Group that approved model portfolio allocations, strategic reallocations, and engaged/terminated all third-party asset managers.
Hirtle, Callaghan & Co.: Investment Officer, Vice President 1994-2001
Philadelphia, Pennsylvania Corporate HQ Office
Co-managed Hirtle Callaghan’s regional division that served high net worth individuals and fiduciary institutions that were located in the mid-Atlantic and northeast regions. Helped to develop college endowment practice and solutions that focused on faith-based institutions. Worked in all functional areas of the firm, including Investment Strategy, Portfolio Management, and Operations.
Helped grow the firm from $300 Million AUM in 1994 to over $20 Billion in 2017.
Hilton Hotels Corporation, Sales Manager, Eastern Region 1989 – 1992
Worked at Hilton’s Eastern Regional office in Washington, DC. Managed the company’s national association and corporate clients at the major convention hotels in the eastern portion of the country.
Penn State University: 1989, BS Finance
Penn State University: MBA, 1994