Bio
Experience
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Portfolio Manager
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Portfolio Manager
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Jun 1999 - Present
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President
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1999 - Present
Founder of boutique investment management firm based in Plymouth, MA. Products include: Balanced (stock/bond) portfolios, Large Cap, Multi-Cap, Midcap/Smallcap, sub-advisory Smidcap relationships, and advisor research services. Expertise in publicly traded commercial real estate (REITs). Inves...
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Portfolio Manager
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1990 - 1999
Portfolio Manager for Real Estate Investment Trust separately managed institutional accounts and mutual funds. Co-Managed over $1 Billion in assets. Prior to REITs, worked as a co-PM/analyst, and the assistant to the Director of Research.
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Education
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1989 - 1992Boston College Carroll School of Management
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1985 - 1985El Centro Bilingue, Cuernavaca, Morelos, Mexico
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1981 - 1985Union College, Schenectady, NY
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Hanover High School, Hanover, MA
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Industry Focus. “Investment Banking”
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