Experience

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  CFA Society of South Florida

  • South Florida

  • former Board member and Past President

    • Jul 2008 - Jun 2022
    • South Florida

    I'm a Past President of the local CFA Society with approximately 500 members. My past Board of Director's positions with the Society also included Vice President and Membership Chair. I retired after serving 14 years on the Board of Directors.

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  Castle Wealth Management

  • West Palm Beach, Florida Area

  • Senior Portfolio Manager

    • Jan 2018 - Oct 2018
    • West Palm Beach, Florida Area

    -Managed the firm’s portfolio of equity and fixed income assets for high net worth clients, trusts and businesses.-Member of the Investment Committee that administers the firm’s approved investments and makes decisions on tactical investment plans. -Responsibilities included training and advising other staff members.

• 

  Comerica Bank

  • Palm Beach Gardens, FL

  • Senior Investment Strategist and Vice President

    • Aug 2015 - Jul 2017
    • Palm Beach Gardens, FL

    Senior Investment Strategist responsible for structuring the portfolios of high net worth clients utilizing an open architecture platform for both trust and investment advisory accounts. I meet with clients to discuss their asset allocation, investment performance, the economy, the markets and make any necessary changes to the portfolio. I develop new business through existing clients and professionals in related fields.

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  BlackRock

  • Palm Beach, Florida

  • Director and Senior Portfolio Manager

    • Oct 2006 - Jun 2012
    • Palm Beach, Florida

    I managed investment advisory and trust portfolios for high net worth individuals. I worked with clients to choose an investment objective, determine the asset allocation and specific type of portfolio and establish any constraints or customized aspects of the portfolio. I conducted meetings and conference calls with clients to discuss the investment performance, the economy and the markets and make any necessary changes to the portfolio . I also marketed our investment management services to Financial Advisors. I met with interested prospects to explain our services, answer questions and help bring them on as new clients.

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  Merrill Lynch

  • Palm Beach, Florida

  • Vice President and Senior Portfolio Manager

    • Jan 1997 - Sep 2006
    • Palm Beach, Florida

    Senior Portfolio Manager in the Private Investors unit of Merrill Lynch Investment Mangers where I managed over $500 million in investment advisory and trust portfolios.

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  J.P. Morgan

  • Palm Beach, Florida

  • Vice President and Portfolio Manager

    • Oct 1994 - Jan 1997
    • Palm Beach, Florida

    I managed investment advisory and trust accounts for high net worth individuals. I worked with Client Advisors to bring in new business to the firm. I also participated in client and prospect events for clients and prospects.

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  SunTrust Bank

  • Atlanta, Georgia

  • Vice President and Portfolio Manager

    • Sep 1987 - Oct 1994
    • Atlanta, Georgia

    I was a portfolio manager in the Personal Investment Counseling group of the Trust and Investment Management Department. I also helped Business Development Officers in prospect meetings.

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  Marine Corps Recruiting

  • world wide

  • Infantry Officer

    • Jun 1982 - Aug 1985
    • world wide

    I served on active duty as a infantry platoon commander, weapons platoon commander, rifle company executive officer and legal officer. I attained the rank of Captain and was honorably discharged after fulfilling my active duty and reserve committment.