Work:
Boston Security Analysts Society
Board Member and Executive Director of Programs
CFA Society
Member of Golf Committee, Dana Farber Leadership Council
State Street Global Advisors - Boston, MA
Senior Portfolio Manager and Strategist, Investment Solutions Group
Boston Security Analysts Society - Boston, MA
CFA Review Course Instructor
Tradeware Systems Corporation - New York, NY
President and COO
Vanderbilt Capital Advisors LLC - New York, NY
Portfolio Manager
Bankers Trust Australia, Ltd
Portfolio Strategist, Equity Trading & Research
M.O.S.A.I.C. Investment Advisors, Inc - Chicago, IL
Portfolio Manager
Chicago Board of Trade
Certified Options Derivatives Analyst
Shawmut Investment Advisers, Inc - Boston, MA
Portfolio Manager
Education:
DePaul University - Chicago, IL
M.B.A. in International Marketing and Finance
Simmons College - Boston, MA
B.S. in Business Administration