Our People
Equity manager for FCI’s Trust Investment Solutions and member of the Equity Income Strategy Team
He joined the organization 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.
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
BA, University of Pittsburgh
Chartered Financial Analyst® charterholder
CFA Institute, Member
CFA Society of Washington, D.C., Member
President and Chief Executive Officer
Managing Director, Trust Investment Solutions
Senior Vice President, Portfolio Manager
Senior Vice President, Head of Portfolio Implementation
Senior Vice President, Portfolio Manager
Senior Vice President, Relationship Manager
Business Development Director