Experience

Pneuma Behavioral Health

• United States
• Mental Health Care
• 1 - 100 Employee

• Board Member

  • 2020 - Present



Joseph P. Karpinski, CFA

• Retired

  • 2019 - Present



Bernzott Capital Advisors

• Director

  • May 2016 - Dec 2018

  Hilton Head Island, SC.



Moss Creek Golf Club

• Outside Services Associates

  • Feb 2016 - Apr 2016

  Bluffton, SC



Gallagher

• United States
• Insurance
• 700 & Above Employee

• Area Executive Vice President, Institutional Investment & Fiduciary Practice

  • Mar 2010 - Feb 2016

  Pittsburgh PA. / Charlotte, NC. Direct responsibilty to service and maintain an institutional client book of business. Provide full investment consulting services which would include but not limited to asset allocation analysis, investment policy statement preparation, manager searches, performance monitoring, and asset liabilty services. Practice areas: Healthcare, Religious, Corporate, E & F, and Taft- Hartley.



Evergreen Investments

• Financial Services
• 1 - 100 Employee

• Managing Director/ SVP

  • 2001 - 2010

  Managing Director.Consultant Relations/RFP/Database Groups.. Awarded the Evergreen Vision Award in 2006 Twice..#1 Insitiutional Sales Director.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• National Director/Principal

  • 1998 - 2001

  Pittsburgh,Pa. Established national practice sales strategy as National Director- Institutional Investment Advisor Services, Later, as Lake Erie Area Practice Leader, developed client base in the seven state area.