Experience

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  Plymouth Holdings, Inc.

  • Charleston, South Carolina Area

  • President

    • Oct 1990 - Present
    • Charleston, South Carolina Area

    I oversee the various business interests and real estate investments held by this diversified holding company.

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  SEI Private Wealth

  • Greater Philadelphia Area

  • Advisory Board Member

    • Oct 2015 - Dec 2022
    • Greater Philadelphia Area

    I worked with management on strategic level issues and provide consulting services on selected projects.

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  Chess Financial Corporation

  • Pepper Pike, OH

  • Chairman and Founder

    • Jun 1986 - Oct 2011
    • Pepper Pike, OH

    I founded Chess based on two core principles - putting the client first in everything we do, and fully integrating all aspects of each client's financial and life goals. We provided comprehensive wealth management. Our services included: Investment, Tax, Financial Planning and Family Office...

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  Sterling Ltd.

  • Pepper Pike, OH

  • Vice President

    • Nov 1981 - Jun 1986
    • Pepper Pike, OH

    I joined a fellow Price Waterhouse tax professional in this venture shortly after it was founded. We provided tax and financial counseling to high net worth families. I left to start Chess when Sterling expanded its activities into propriety investment products.

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  Price Waterhouse

  • Tax Specialist

    • Jul 1973 - Nov 1981

    I focused on individual taxation including income, estate and gift taxes. I also spent time designing and implementing expatriate taxation / equalization programs; including assignments in Singapore and Venezuela.