Position:
President at Advisor Guidance, Inc., Independent Director at Cogo Labs, Managing Principal at MainStay Consulting Group, LLC, Independent Trustee and Chair of Audit Committee at Domini Social Investment Funds
Work:
Advisor Guidance, Inc.
since Aug 2010
-
President
Cogo Labs
since 2008
-
Independent Director
MainStay Consulting Group, LLC
since Apr 2006
-
Managing Principal
Domini Social Investment Funds
since 2004
-
Independent Trustee and Chair of Audit Committee
Skills:
Mutual Funds, Asset Managment, Alternative Investments, Investments, Hedge Funds, Wealth Management, Portfolio Management, Equities, Securities, Series 7, Financial Services, Investment Management, Investment Advisory, Due Diligence, Fixed Income