Experience

Great Lakes Advisors®

• United States
• Investment Management
• 1 - 100 Employee

• Managing Director & Senior Portfolio Manager

  • Jan 2011 - Present

  Portfolio manager for fixed income and multi-asset investment portfolios. -Member of the investment management team of the Great Lakes Bond Fund-Design and implement investment strategies across various types of institutional clients-Manage investment portfolios for corporate, pension, and municipal clients-Present and explain portfolio strategy to clients, prospects, and consultants-Present to various internal and external groups on the current state of the economy and markets-Manage all aspects of the clients sales and service cycle



M&I Investment Management Corp.

• Vice President & Senior Portfolio Manager

  • Jun 1992 - Dec 2010

  Managed $18 Billion in Fixed Income Mutual Funds, Liquidty Pools and Separate AccountsReceived the ImoneyNet and Crane Data award for the highest yielding AAA prime money market fund in 2009, also received the IBC/Donoghue's award for the highest yielding taxable money market fund in 1998.Portfolio Manager:Marshall Prime Money Market FundMarshall Government Money Market FundMarshall Short-Term Income FundMerrimac Treasury and Treasury Plus FundsM&I Stable Principal ProgramM&I Securities Lending Program