Chief Investment Officer and Founder
  • Contributes over twenty-five years of investment specialization experience
  • Former Managing Director of Brinker Capital, a privately-held investment boutique that grew from $2 billion to $10 billion in assets under management during his tenure
  • Served as the National Investment Sales Manager for CIGNA Financial Advisor’s Broker/Dealer and RIA
  • Introduced framework for Institutional Delivery System still in use throughout the financial sector, while serving on a task force representing the securities industry
  • Sits on the Investment Committee at the Delaware Valley Friends School
  • Has taught investment classes through the Rice University Susanne M. Glasscock School of Continuing Studies
  • Featured in Forbes, Houston Business Journal, Phoenix Business Journal, Money Morning, and Investment News
  • Chair of the Firm’s Investment Committee

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