Expertise

Fixed income portfolio manager for Midwest Advisors’ Trust Investment Solutions and member of the Fixed Income Investment Strategy Team

Experience

Came to FCI Advisors in 2009 from Wright Investors’ Service, where he served as a senior vice president and portfolio manager. In 2025 he was part of the sizable team which transitioned to Midwest Advisors, the investment division of Midwest Trust.

Has more than 30 years of experience managing fixed income portfolios for institutions and clients of bank trust departments, as well as municipal bond portfolios for high net worth individuals

Education

BA, Fairfield University

MBA, Pace University

Chartered Financial Analyst® charterholder

Professional / Civic Affiliations

CFA Institute, Member

CFA Society New York, Member