Position:
Equity Chief Investment Officer at Summit Global Management
Location:
Greater Philadelphia Area
Work:
Summit Global Management
- Philadelphia/San Diego since Jul 2010
-
Equity Chief Investment Officer
Brennan Investment Partners
Dec 2008 - Jul 2010
-
President
Aqua Terra/Boenning & Scattergood
Jul 2004 - Oct 2008
-
President/Managing Partner
Summit Global Partners
Jan 1999 - Feb 2006
-
Portfolio Strategist/Analyst/Advisory Board
Avondale Partners
Jun 2002 - Jun 2004
-
Director
Sequoia Software
Jul 2000 - May 2001
-
EVP Corporate Development
Pacific Growth Equities
- San Francisco Aug 1995 - Mar 2000
-
Director/Sr Analyst
PMG
Feb 1994 - Aug 1995
-
Sr Analyst
Coopers & Lybrand
Feb 1992 - Feb 1994
-
Manager-Environmental Services (FAS)
Law Engineering
Sep 1989 - Feb 1992
-
Director
GE Aerospace-Military & Data Systems Operations
Apr 1988 - Sep 1989
-
Project Engineer
Strategic Air Command
- GE Aerospace/Vandenberg AFB/F.E. Warren AFB Jun 1985 - Jun 1988
-
Design Engineer-AFPRO/Missile Combat Crew Commander-SAC
Education:
Villanova University 1990 - 1992
MBA, Finance/Marketing
Colorado State University 1986 - 1988
MS Mechanical/Biomedical Engineering, Biomechanics
Lehigh University 1980 - 1984
Mechanical Engineering/Biology
Malvern Prep 1976 - 1980
St Anastasia
Skills:
Water Investments, Portfolio Management, Investments, Asset Managment, Water, Alternative Investments
Honor & Awards:
FIVE STAR MORNINGSTAR FUND MANAGER-Kinetics Water Infrastructure Fund (KWINX 2007-2010)
Best On The Street Equity Analyst WSJ 2000
Distinguished Graduate Air Force ROTC
Awards:
Awarded 2012 Five Star Wealth Manager-San Diego