Experience

Esteem Wealth Partners - Northwestern Mutual Private Client Group

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Manager

  • Jan 2023 - Present

  Cincinnati Metropolitan Area Promoted to more senior level position based on client relationships and industry expertise.

• Portfolio Manager

  • Nov 2020 - Mar 2023

  Cincinnati Metropolitan Area Head of investment management. Proactively design and implement sophisticated investment solutions for high-net-worth clientele, integrating investment management, financial planning, insurance, and estate planning solutions. Firm expertise in the executive, business owner, and physician market segments. Expert guidance and thought leadership regarding equity, fixed income, and alternative investments. Deep team experience in comprehensive financial planning meeting complex client… Show more Head of investment management. Proactively design and implement sophisticated investment solutions for high-net-worth clientele, integrating investment management, financial planning, insurance, and estate planning solutions. Firm expertise in the executive, business owner, and physician market segments. Expert guidance and thought leadership regarding equity, fixed income, and alternative investments. Deep team experience in comprehensive financial planning meeting complex client objectives.



Business Owner

• Retail
• 700 & Above Employee

• Business Owner/Business Broker

  • Aug 2012 - Nov 2020

  Cincinnati, Ohio Co-founder and owner of an ecommerce business. Business broker and advisor assisting in the valuation and sales of privately-owned business.



Cincinnati State Foundation

• Board Member - Volunteer

  • Jan 2011 - Dec 2016

  Cincinnati, Ohio Member of Investment Committee Member of Governance Committee



PNC

• United States
• Financial Services
• 700 & Above Employee

• Market Director

  • Feb 2010 - Aug 2012

  Cincinnati, Ohio Area Market Director for Cincinnati /Dayton/Northern Kentucky markets for PNC Institutional Investments. Served as Portfolio Manager - promoted to Market Director.



Institutional Asset Management

• Legg Mason Institutional Funds/Western Asset Institutional Funds, Fort Washington Investment Adv.

  • Aug 2003 - Feb 2010

  Cincinnati, OH and Baltimore, MD Senior Manager at American Realty Advisors Regional Business Director at Fort Washington Inv. Advisors/Capital Partners Portfolio Specialist with Legg Mason Institutional Funds & Western Asset Funds



FEG Investment Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Consultant - Senior Vice President

  • Apr 1998 - Jul 2003

  Consultant for Institutional Investors, including Endowments, Foundations, Corporations, Family Offices, and High Net Worth Individuals.