Wealth Advisor & Principal

• Aug 2012 - Present

I joined Bartlett Wealth Management in 2012, and have over 16 years of experience in the wealth management industry. As an investment professional, I specialize in working with individuals and families, foundations and endowments to manage and preserve their wealth, providing investment advice, comprehensive financial planning services and customized investment solutions. It’s our belief that trying to predict the ups and downs of the market is counterproductive. Therefore we design portfolios to withstand fluctuating markets and generate attractive long-term returns. This holistic, balanced approach is reflected clearly through each element of Bartlett’s investment management and financial planning services. This service is performed by utilizing a team of professionals to provide full service wealth management solutions for our clients. I participate in the large cap equity research process on a weekly basis. As a member of the Bartlett Fund Advantage Committee I support the research effort of equity mutual funds and ETFs. I am also a member of Bartlett's Progressive Leadership Committee. Show less

Vice President and Portfolio Manager

• Nov 2009 - Aug 2012

Manage customized investment portfolios for high-net-worth private clients. Implementing investment products and research provided by U.S. Bank's open architecture platform to form objective investment recommendations. Work with a team of professionals to provide full service wealth management solutions. Manage customized investment portfolios for high-net-worth private clients. Implementing investment products and research provided by U.S. Bank's open architecture platform to form objective investment recommendations. Work with a team of professionals to provide full service wealth management solutions.

Assistant Vice President and Portfolio Manager

• Sep 2008 - Nov 2009

Manage client investment portfolios of equity and fixed income securities. Clients include;pension funds, foundations, endowments, and private clients. Investment Committee member responsible for overseeing the selection of all approved investments. Co-Chair Asset Allocation Strategy Committee. Member of Mutual Fund Committee. Manage client investment portfolios of equity and fixed income securities. Clients include;pension funds, foundations, endowments, and private clients. Investment Committee member responsible for overseeing the selection of all approved investments. Co-Chair Asset Allocation Strategy Committee. Member of Mutual Fund Committee.

Portfolio Manager

• Aug 2004 - Sep 2008

At Wayne Hummer Asset Management (now known as Great Lakes Asset Management), I served as a Portfolio Manager for high net-worth clients. Prior to my work as a Portfolio Manager, I served as a Research Analyst covering Mid-Cap and Large Cap companies in the Industrials and Telecommunications sectors. At Wayne Hummer Asset Management (now known as Great Lakes Asset Management), I served as a Portfolio Manager for high net-worth clients. Prior to my work as a Portfolio Manager, I served as a Research Analyst covering Mid-Cap and Large Cap companies in the Industrials and Telecommunications sectors.

Credit Analyst

• Aug 2003 - Aug 2004

Analyzed and underwrote commercial lines of credit. Analyzed and underwrote commercial lines of credit.

Associate Manager

• 2002 - 2003