Experience

THE 1911 TRUST COMPANY, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • 2017 - Present

  Together with other family members and experienced investment professionals, I provide fiduciary oversight for a New Hampshire regulated multi-generational wealth management office that offers tax, trust and investment management services. I also serve on the Investment committee responsible for manager selection, portfolio review and new strategies. Together with other family members and experienced investment professionals, I provide fiduciary oversight for a New Hampshire regulated multi-generational wealth management office that offers tax, trust and investment management services. I also serve on the Investment committee responsible for manager selection, portfolio review and new strategies.



Wyoming Retirement System

• United States
• Financial Services
• 1 - 100 Employee

• Board Member

  • Aug 2009 - Present

  The Wyoming Retirement System provides pensions for 55,000 public employees through 8 different plans and has more than $9 billion in assets under management. As Chair since 2013, I lead the 11-person board and participate in all committees. My focus is on investment oversight, governance and strategy, actuarial soundness and our relationship with the Wyoming Legislature and the Governor's Office. The Wyoming Retirement System provides pensions for 55,000 public employees through 8 different plans and has more than $9 billion in assets under management. As Chair since 2013, I lead the 11-person board and participate in all committees. My focus is on investment oversight, governance and strategy, actuarial soundness and our relationship with the Wyoming Legislature and the Governor's Office.



Private Family Office

• Financial Services

• President

  • 2002 - Present

  As advisor since 2002 and a trustee since 2016, I am now the president and managing member for a family office with more than $50 million in assets across 40 different holdings and approximately 10 Trusts. As Trustee, I work closely with a team of legal, compliance, tax, sales, marketing, and administrative professionals to realize the objectives of the Trusts and provide for the beneficiaries. As advisor since 2002 and a trustee since 2016, I am now the president and managing member for a family office with more than $50 million in assets across 40 different holdings and approximately 10 Trusts. As Trustee, I work closely with a team of legal, compliance, tax, sales, marketing, and administrative professionals to realize the objectives of the Trusts and provide for the beneficiaries.



Two Ocean Trust

• United States
• Financial Services
• 1 - 100 Employee

• Director

  • 2019 - Present

  Together with Wyoming natives and experienced investment professionals, I serve as Director of a newly formed independent Wyoming Chartered Trust Company. Two Ocean Trust offers investment strategies and trust services to advisors whose clients seek the benefits of Wyoming situs. I serve on the Investment and Trust Committees. Together with Wyoming natives and experienced investment professionals, I serve as Director of a newly formed independent Wyoming Chartered Trust Company. Two Ocean Trust offers investment strategies and trust services to advisors whose clients seek the benefits of Wyoming situs. I serve on the Investment and Trust Committees.



Hewitt Ladd

• United States
• Business Consulting and Services

• President

  • Jan 2002 - Present

  As a financial and management consultant, I assist several different entities: - Negotiated and closed $85 MM in real estate sales in less than 9 months as the owner's representative for the Four Seasons Resort in Jackson Hole - Provided local representation for Hillwood, a Perot Company, for its $180 MM real estate development projected at the Bar BC Ranch. - Advisor to the 6th largest electric cooperative in the U.S. - Speaker and expert witness on energy economics, including risk management frameworks and consumer impacts. Show less



State of Wyoming

• Government Administration
• 700 & Above Employee

• Energy Economics Advisor to the Governor

  • 2006 - 2010

  I advised Governor Dave Freudenthal on carbon capture and sequestration and renewable energy sources, with an emphasis on regulation, insurance, and subsidies. I advised Governor Dave Freudenthal on carbon capture and sequestration and renewable energy sources, with an emphasis on regulation, insurance, and subsidies.


Booz Allen Hamilton
• United States
• IT Services and IT Consulting
• 700 & Above Employee
• Associate

  • May 1997 - Nov 1999

First Interstate Bank
• United States
• 1 - 100 Employee
• Assistant Vice President

  • 1992 - 1996