Experience

•  13+ years of industry experience
• Senior Wealth Strategy Associate, UBS Private Wealth Management
• Investment and Performance Systems Analyst, Calvert Investments

Education

• University of Michigan, Ann Arbor with a double major in Philosophy and History

Licenses, Designations, Memberships

• Chartered Financial Analyst - CFA®
• Member of the CFA Institute

Personal

• Resides in Annapolis, MD with his wife (Jen) and four children (Hudson, twins Fitzgerald and Finley, Wells)
• Enjoys golfing and boating around the Chesapeake Bay
• Played club ice hockey at the University of Michigan
• Passionate Chicago Cubs fan