Experience

Aviance Capital Partners

• United States
• Investment Management
• 1 - 100 Employee

• Portfolio Manager

  • Aug 2018 - Present

  Naples, Florida Area



AOMAC Services

• Managing Director

  • May 2014 - Present

  Naples, Florida Area Help clients establish and manages domestic and offshore corporations, LLCs, and trusts. Provide outsourced back office, book keeping, record keeping, billing and receiving, administration and various other needed tasks for small businesses and individuals. www.aomac.com



Pegasus Property Management

• Owner

  • May 2014 - Present

  Bonita Springs, FL Provides management services to 45 Condo and Homeowner associations in Florida.



Private Capital Management

• Portfolio Manager

  • Mar 2012 - Aug 2013

  Naples, Florida Area Co-Portfolio Manager for an equity focused, concentrated value firm involved in mutual fund, institutional, and private high net worth accounts.

• Senior Analyst

  • Mar 2009 - Mar 2012

  Naples, Florida Area Generalist senior research analyst on a four person investment team for a focused value manager. Firm managed approximately $1.5B



Invesco US

• United States
• Investment Management
• 700 & Above Employee

• Portfolio Manager

  • 2001 - 2009



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Sr Analyst

  • 1999 - 2001

  Houston, Texas



U.S. Global Investors

• United States
• Investment Management
• 1 - 100 Employee

• Analyst

  • 1995 - 1999

  San Antonio, Texas



Unocal

• Oil and Gas
• 1 - 100 Employee

• Petroleum Engineer

  • 1994 - 1995

  Ventura, California



British Gas

• United Kingdom
• Utilities
• 700 & Above Employee

• Intern

  • 1989 - 1989