Experience
13+ years of industry experience
Senior Wealth Strategy Associate, UBS Private Wealth Management
Investment and Performance Systems Analyst, Calvert Investments

Education
University of Michigan, Ann Arbor with a double major in Philosophy and History
Licenses, Designations, Memberships
Chartered Financial Analyst - CFA®
Member of the CFA Institute

Personal
Resides in Annapolis, MD with his wife (Jen) and four children (Hudson, twins Fitzgerald and Finley, Wells)
Enjoys golfing and boating around the Chesapeake Bay
Played club ice hockey at the University of Michigan
Passionate Chicago Cubs fan