Experience

Summit Global Investments

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • Jan 2021 - Present



Presidium Partners

• United States
• Investment Management

• Managing Partner

  • Aug 2007 - Jan 2021

  Presidium Partners is a wealth management practice working with individuals, families and institutions in every facet of wealth managment. Independent, objective advice is presented in a highly personalized and confidential manner. The firm has a broad based open architecture and represents "best products and practices" worldwide. Investment management is based on rigorous academic research which is overlayed with a proprietary methodology designed and tested to protect capital and enhance portfolio performance. Show less



Alpine Capital Management

• Chief Financial Officer

  • May 2003 - Aug 2007



Whole Grain Bread Co.

• President

  • 1992 - 2003