Position:
Director Asset Management Practice at Gladstone Transaction Advisers, Board of Advisors at F-Squared Investments
Location:
Greater Philadelphia Area
Work:
Gladstone Transaction Advisers
- Conshohocken, PA since Oct 2011
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Director Asset Management Practice
F-Squared Investments
- Greater Boston since Mar 2007
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Board of Advisors
ValScore Global Research Corporation
Jan 2008 - Nov 2011
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Founding Partner
United Alpha LLC
Mar 2002 - Mar 2006
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Founder/Chairman
Liberty Financial Services
May 1996 - Nov 2001
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CEO
Liberty Funds-Colonial-Stein Roe
1996 - 2000
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President
Putnam Investments
1992 - 1996
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Managing Director
Kemper Financial Services
1987 - 1993
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Executive V.P. Financial Services Products
Kemper Mutual Funds
May 1984 - Dec 1992
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EVP
General Electric Information Services
1982 - 1983
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Manager Financial Services Marketing
Education:
Duke University - The Fuqua School of Business 1976 - 1977
MBA, Finance and Banking
University of North Carolina at Chapel Hill 1971 - 1975
BA, Psychology, Political Science, ROTC
Skills:
Mutual Funds, Investment Management, Institutional Investors, Fixed Annuities, Structured Products, Distribution Strategies, Variable Annuities, Investments, Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, Corporate Development, Mutual Funds, Investment Management, Fixed Annuities
Interests:
investment banking,product line engineering, investment process, asset allocation, consumer trends, quantitative asset management,mutual funds, decision support,hedge funds,marathon running
Honor & Awards:
CEO Colonial Barron's #1 Fund Family 2000