Expertise

Equity manager for Midwest Advisors’ Trust Investment Solutions and member of the Equity Income Strategy Team

Experience

He joined FCI Advisors in 2010 from Wilson/Bennett Capital Management Inc./Cardinal Trust and Investments, where he was responsible for managing institutional and private client asset allocation strategies as well as assisting with the fundamental equity research and portfolio management of Wilson/Bennett’s value-based and options-based portfolio strategies. He served as chairman of the Trust Company’s Investment Committee. In 2025 he was part of the sizable team which transitioned to Midwest Advisors, the investment division of Midwest Trust.

Managed asset allocation, fixed income and cash management strategies as Associate Portfolio Manager and Trader with FBR National Trust Company

Began his career with AXA Advisors as a financial advisor working with both individual and corporate clients

Education

BA, University of Pittsburgh

Chartered Financial Analyst® charterholder

Professional / Civic Affiliations

CFA Institute, Member

CFA Society of Washington, D.C., Member