Experience

Essential Investment Partners, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Partner/CEO

  • 2009 - Present

  Partner/CEO of investment counsel firm managing more than $150 million (12/31/22) of client assets. Partner/CEO of investment counsel firm managing more than $150 million (12/31/22) of client assets.



Matthews Asia Funds

• Independent Trustee

  • 2007 - Present

  Independent Trustee (2007) and past Chair on the Board of Trustees (2014-2021) for the Matthews Asia Funds, an open end family of mutual funds investing in Asia and global emerging markets Independent Trustee (2007) and past Chair on the Board of Trustees (2014-2021) for the Matthews Asia Funds, an open end family of mutual funds investing in Asia and global emerging markets



Investment Company Institute/Independent Directors Council

• Member, ICI Board of Governors and IDC Governing Council

  • Oct 2015 - Sep 2022

  The Independent Directors Council (IDC), an arm of the Investment Company Institute (ICI), serves the fund independent director community by advancing the education, communication and policy positions of fund independent directors in the U.S. The Independent Directors Council (IDC), an arm of the Investment Company Institute (ICI), serves the fund independent director community by advancing the education, communication and policy positions of fund independent directors in the U.S.



Dividend Capital

• Chairman of the Board of Trustees -- DCA Total Return Fund

  • 2005 - Dec 2011

  Independent Chairman of the Board of Trustees for DCA Total Return Fund, an NYSE listed closed end fund Independent Chairman of the Board of Trustees for DCA Total Return Fund, an NYSE listed closed end fund



University of Denver - Daniels College of Business

• United States
• Higher Education
• 200 - 300 Employee

• Panel Member

  • Aug 2010 - Sep 2011

  Member of 2010-11 panel studying the future of state government Member of 2010-11 panel studying the future of state government



Essential Advisers, Inc.

• President

  • 2001 - 2009

  Investment counsel firm serving individuals, family entities and small institutional investors. Effective April 1, 2009 Essential Investment Partners, LLC succeeded to the business of Essential Advisers, Inc. Investment counsel firm serving individuals, family entities and small institutional investors. Effective April 1, 2009 Essential Investment Partners, LLC succeeded to the business of Essential Advisers, Inc.



University of Denver Strategic Issues Program

• Panel Member

  • May 2007 - Jan 2008

  http://www.du.edu/issues/panel/2007-panel.html http://www.du.edu/issues/panel/2007-panel.html



American Liver Foundation

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Board Member, Rocky Mountain Chapter

  • 2002 - 2008



Colorado Economic Futures Panel

• Panel Member

  • 2004 - 2005

  http://www.du.edu/economicpanel/ http://www.du.edu/economicpanel/



Founders Asset Management

• Financial Services
• 1 - 100 Employee

• President

  • 1995 - 1998



Invesco US

• United States
• Investment Management
• 700 & Above Employee

• Executive Vice President

  • 1992 - 1995



Stein Roe & Farnham

• Senior Vice President

  • 1979 - 1991



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Supervising Senior Accountant

  • 1975 - 1979