Experience

Northern Capital Securities Corporation

• United States
• Investment Management
• 1 - 100 Employee

• Senior Managing Director, Head of Portfolio Management

  • Jul 2020 - Present

  Work closely with independent investment advisors and financial institutions to create and execute custom individual bond strategies

• Managing Director, Head of Portfolio Management

  • Mar 2017 - Jul 2020

  Greater Chicago Area



Performance Trust Capital Partners

• United States
• Financial Services
• 200 - 300 Employee

• Director, Institutional Fixed Income

  • Jan 2012 - Mar 2017

  Greater Chicago Area Expanded the firm's client base and developed an investment advisor group Developed and taught education classes to share the firm's fixed income methodology with investment advisor clients Worked closely with bank clients to improve performance and achieve investment goals



BMO Capital Markets

• Canada
• Investment Banking
• 700 & Above Employee

• Director, Institutional Fixed Income

  • Jan 2004 - Jan 2012

  Greater Chicago Area Joined Griffin, Kubik, Stephens and Thompson (GKST) in 2004. Acquired by BMO in 2008 Responsible for developing, maintaining and growing relationships with financial advisors, money managers and depository institutions Provided fixed income investment ideas for clients Communicated with clients regarding details of negotiated and competitive new deals



Driehaus Capital Management LLC

• United States
• Investment Management
• 1 - 100 Employee

• Associate/Analyst

  • Jan 2000 - Jan 2004

  Combined technical and fundamental analysis to generate equity investment ideas for portfolio managers and CEO on $4 billion in total assets Monitored news and analyst commentary for portfolio holdings and provided updated recommendations Provided recommendations for every industry sector during tenure Assistant portfolio manager for beta fund Developed marketing materials for the firm to enhance communication with clients



Hewitt Investment Group

• Analyst

  • Jan 1999 - Jan 2000

  Evaluated investment policies and investment performance for institutional clients Created and reviewed investment manager research Assisted with client presentations and provided recommendations for improving institutional client 401k and Pension Plans investment options