Years in the investment industry managing investments for corporations, not-for-profit organizations, private individuals, and employee benefit plans.
21
My primary specialties include consulting with clients on financial policies, portfolio construction, market conditions, and execution of investment strategy. Further, I work with individuals, families, boards, and plan sponsors to develop sound investment policies that consider risk tolerance, overall objectives, spending policies, socially responsible investments, benchmarks, asset class selection and cash flow needs.
Locally Committed:
Greenhouse17 (Bluegrass Domestic Violence), Past Board Chair and Treasurer; active contributor to the United Way of the Bluegrass and Lexington Art League; volunteer background for Junior Achievement of the Bluegrass, Habitat for Humanity, Serve the City (Crossroads Church).
Western Kentucky University (BA in Economics)
2000
Chairperson for WealthSouth Investment Committee
2017-Present
Member of WealthSouth Senior Trust Committee
2017-Present
Member of WealthSouth Institutional and Special Assets Committees
2017-Present
National Equity, Fixed Income, and Institutional Committees for a super-regional Fortune 500 financial institution
2000-2017
Primary Responsibilities:
- Leads all fiduciary investment functions and portfolio management decisions.
- Consults with clients on investment policy design, portfolio construction, market conditions, and spending policies in concurrence with WealthSouth’s personalized financial planning.
- Execution of portfolio and ongoing investment management of private individuals, non-profit, employee benefit plans and corporate investment relationships.
- Asset class, asset category, asset type, individual security and manager selection.
In a financial world that has multiple layers of complexity, I believe in creating an environment that is completely transparent. Through honest and open communication, I strive to understand, represent, and advocate for the needs of my clients. Working in partnership, we build portfolios that make practical sense that meet long-term expectations.
