Position:
Portfolio Manager and Director of Wealth Advisory Services at Carnegie Investment Counsel
Location:
Cleveland/Akron, Ohio Area
Work:
Carnegie Investment Counsel
- 2550 Chagrin, Suite 101, Beachwood, Ohio 44122 since Jan 2012
-
Portfolio Manager and Director of Wealth Advisory Services
Tower Wealth Management, LLC
Jun 2008 - Jan 2012
-
Principal
Cleveland Museum of Art
1900 - 2010
-
Volunteer
Greenleaf Capital Management
Nov 2006 - Jun 2008
-
Portfolio Manager
Proper Analysis
Dec 2003 - Nov 2007
-
Head of Operations
Chief Administrative Officer
2000 - 2002
-
Weber Fulton Felber
Tamarack American
1999 - 2000
-
Underwriter
Progressive Insurance
1985 - 1995
-
Special Risk Manager
Education:
Kent State University - Graduate School of Management 1982 - 1983
MBA, Finance and Real Estate