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I’ve spent my 30-year career learning everything I can about the investment industry as an executive, portfolio manager, educator, and financial product development expert. I know how to create low-cost investment portfolios that help clients build wealth, and I’m dedicated to putting clients’ goals first.

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Throughout my career, I’ve maintained a focus on financial planning and education. I have been a Certified Financial Planner™ certificant since 1996 and a Chartered Financial Analyst charterholder since 2005. I have been an adjunct professor in DePaul University’s department of finance since 2011 and spent eight years teaching graduate courses at Lake Forest Graduate School of Management as well.

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Here are some career highlights:

• Chief Investment Officer, Americas, Morningstar Investment Management

• Trustee, ALPS Variable Investment Trust

• Adjunct Professor, DePaul University

• Senior Portfolio Manager, Ibbotson Associates Investment Advisory Group

• Executive Director, Product Solutions Group, Van Kampen Investments/Morgan Stanley

• Vice President of Product Development, Scudder Kemper Investments

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A bit about my educational background:

• Master of Business Administration, with honors, University of Chicago Booth School of Business, 1996

• Bachelor of Arts in Economics, University of Illinois, Champaign-Urbana, 1984

• Certified Financial Planner™ certificant since 1996

• Chartered Financial Analyst charterholder since 2005

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Ready to learn more? Schedule a free consultation today.

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