PROFESSIONAL EXPERIENCE
Years in the financial services industry
8
Years investment management
6
EDUCATION
University of Kentucky (B.A. in Business-Marketing)
CFA Charterholder
Contact Info
Assistant Vice President
Portfolio Manager
859-963-4209
Primary Responsibilities:
- 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.
Core Philosophy
You cannot predict but you can prepare. I am committed to a disciplined investment strategy that will prepare our clients to better reach their goals.
