Experience

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  Old National Wealth Management (formerly United Bank & Trust)

  • Sr.Vice President, Investment Management

    • Jan 1999 - Present

    I have 40 years of portfolio management expertise in equity and fixed income investments working with individual and corporate clients. Particular expertise in individual stock and bond selection with broad knowledge of the Michigan tax exempt bond market. I am a Chartered Financial Analyst with an MBA in Finance. I enjoy working closely with my clients to meet their investment needs and objectives. I have a passion for understanding economics and how it affects investment values.

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  NBD Bank of Ann Arbor

  • Senior Trust Investment Officer

    • Mar 1988 - Jan 1999

    Directed the investment of about $800 million of client assets managing both equity and fixed income portfolios for individuals, employee benefit plans and endowments. Managed the bank's stock, taxable bond and Michigan tax exempt bond common trust funds.

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  Old Kent Bank of Kalamazoo

  • Senior VP and Invetment Manager

    • Feb 1972 - Mar 1988

    Managed the investments for Old Kent (formerly American National Bank & Trust) for sixteen years. In charge of Trust Department's $700 million investment portfolio of stocks and bonds. Managed individual investment portfolios as well as the stock, taxable bond and tax-exempt bond common trust funds.Managed American National Bank's bond portfolio