Experience:
| Stone Hill Fiduciary Management, LLC Director |
2012 – Present |
| Ameriprise Financial, Inc. Columbia Asset Management Director, Business Analysis |
2010 – 2012 |
| Bank of America Columbia Asset Management Vice President, Business Support Manager |
2005 – 2010 |
| U.S. Trust Vice President, Financial Planning and Analysis Group Finance Project Manager |
|
| JPMorgan Chase & Co. JPMorgan Fleming Asset Management, New York Managing Director / Vice President, MIS / Special Projects |
1986 – 2004 |
| Vista Fund Distributor Managing Director |
|
| Chase Manhattan Bank, New York Global Asset Management, Private Bank Vice President, Finance and Administration |
|
| Chemical Private Bank Controller Assistant Controller |
Education:
Hofstra University, M.B.A., 1985
State University of NY at Binghamton, School of Management, B.S., magna cum laude, 1982
Designations:
Investment Advisor (Series 63, 65)
Industry Positions:
Member, Fidelity Advisor Panel (2018-Present)
Affiliations:
Member, National Association of Plan Advisors (2012-2015)
Member, American Society of Pension Professionals and Actuaries (2012-2015)