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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President, Portfolio Manager
      • Feb 2021 - Present

      The mission of Portfolio Partners is to give time back to the advisors by providing world-class investment management combined with highly detailed back-office decision-making and support. Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Advisory services also offered through AdvisorNet Wealth Management. Cetera is under separate ownership from any other entity.

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Partner, Portfolio Manager
      • Oct 2016 - Feb 2021

      Investing in innovative, organic revenue growth companies with uniquely profitable business models and appropriately-financed balance sheets in order to deliver consistent long-term relative outperformance. Investing in innovative, organic revenue growth companies with uniquely profitable business models and appropriately-financed balance sheets in order to deliver consistent long-term relative outperformance.

    • Investment Management
    • 1 - 100 Employee
    • Partner, Portfolio Manager
      • Aug 2006 - Oct 2016

      Manage Small Cap Growth Portfolio for Institutional clients. Manage Small Cap Growth Portfolio for Institutional clients.

    • United States
    • Investment Management
    • Associate Portfolio Manager
      • May 2001 - May 2006

      Managed Small Cap Growth and Mid Cap Growth portfolios. Managed Small Cap Growth and Mid Cap Growth portfolios.

    • United States
    • Financial Services
    • 300 - 400 Employee
    • Associate Analyst
      • Jun 1999 - May 2001

      Covered universe of Digital Infrastructure stocks. Covered universe of Digital Infrastructure stocks.

    • Research Associate
      • Feb 1996 - Jun 1998

      Provided research support for network equipment, wireless technologies and enterprise software stocks. Provided research support for network equipment, wireless technologies and enterprise software stocks.

Education

  • University of Minnesota - Carlson School of Management
    Master of Business Administration (M.B.A.), Finance, General
    1998 - 1999
  • Concordia College
    Bachelor of Arts (B.A.), Economics and Psychology
    1991 - 1995

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