Position:
Chief Investment Officer at One Advocate Group
Work:
One Advocate Group
- 10001 Reunion Pl., Suite 350 since Feb 2010
-
Chief Investment Officer
ILIT Management Group, LLC
Apr 2009 - Jun 2012
-
Managing Partner
CFA Institute
1999 - 2010
-
Exam Grader
Jefferson Bank
1997 - 2009
-
Chief Investment Officer
Education:
Southern Methodist University - Cox School of Business 1984 - 1985
MBA, Business
Vanderbilt University 1978 - 1982
BA, Economics
Deerfield Academy 1975 - 1978
St. James Episcopal School 1966 - 1971
Skills:
Investments, Portfolio Management, Wealth Management, Asset Management, Asset Allocation, Valuation, Financial Analysis, Equities, Fixed Income, Investment Strategies, Alternative Investments, Strategic Financial Planning, Hedge Funds, Investment Advisory, Mutual Funds, Financial Modeling
Interests:
Investments, Tennis, Sailing, my children's activities, church
Certifications:
Chartered Financial Analyst, CFA Institute