Global Strategic Investment Solutions 2015-Present

NextGen Outsourced Chief Investment Officer – Strategic Contrarian Investor, Passive Execution, Low Fee

Hirtle, Callaghan & Co. 1988-2012

Co-founded the nation’s first OCIO firm and grew it to $20 billion.
Set Strategy, asset allocation, hired and supervised external managers, coordinated custody, performance measurement and client reporting.

Goldman, Sachs & Co. 1973 -1988

Marketed the intellectual product of GS to Institutional Investment Managers, including Strategy, Economic Forecasts, and Market Timing, Stock Selection


Trinity College, 1968 – Psychology
US Navy, 1968-1971 – Intelligence Officer
Wharton MBA, 1973 – Finance