I have worked in financial services my entire career including over 20 years experience managing investment portfolios for individuals and institutions. Upon graduating from Villanova University, I embarked on a two-decade career managing portfolios of over $1billion at firms including Bankers Trust, Deutsche Bank and William Blair while earning the Chartered Financial Analyst ® designation (CFA) (click here). This extensive first-hand investing experience and unique perspective into the financial system reinforced my belief in the importance of a sound financial plan that includes suitable, low-cost investing and taking the long-term view.
In my spare time, I enjoy skiing and traveling with my wife and my two sons. I currently serve as Treasurer of the Lake Forest-Lake Bluff Rotary Club Foundation. I’ve also enjoyed coaching youth lacrosse teams and teaching Boy Scouts the importance of proper personal financial management.