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Portfolio Management Expert #1831

This sample expert is a founding partner of a comprehensive wealth management company. Currently principal and portfolio manager of the firm.

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Areas of Securities expertise

  • Financial services
  • Portfolio management
  • Investment management
  • Research
  • Funds management
  • Trading
  • Senior management

Educational backgroud

  • MBA in Finance and Accounting, University of Rochester
  • MS in Economics, State University of New York at Buffalo
  • BA in Psychology, State University of New York at Buffalo

Experience in field

Began career in the investment business as a securities analyst at national bank in 1986. Was appointed Director of Research with responsibility for stock research and trading. In same year became co-manager of a $200 million diversified equity fund. In 1990 he moved to investment banking group division and specialized in valuations of corporations and closely held businesses. Early in 1992, managed portfolios for corporations, pension funds, endowments and foundations. Appointed Chief Investment Officer in January of 1995, responsibilities were expanded to Personal Asset Management and encompassed $11.5 billion in managed client assets.