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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Aug 2009 - Present

      Our investment process follows a systematic approach that is designed to provide each client with an individualized asset management plan based on their unique risk profile. We use decades of market data, Nobel Prize-winning academic research, and our seasoned experience in capital markets to craft portfolios for individual investors, families and endowments. Our investment process follows a systematic approach that is designed to provide each client with an individualized asset management plan based on their unique risk profile. We use decades of market data, Nobel Prize-winning academic research, and our seasoned experience in capital markets to craft portfolios for individual investors, families and endowments.

Education

  • Oklahoma City University
    Bachelor's Degree
    1987 - 1989

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