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His prior experience includes global equities advisor at Trinity Capital; Vice President and senior global equity portfolio manager at J.P. Morgan Asset Management, London; equity research analyst at Donaldson, Lufkin & Jenrette and at Kidder, Peabody & Co; and consultant at McKinsey & Co. He is a Chartered Financial Analyst, a Director and former President of the CFA Society of Jacksonville, Chairman of the City of Jacksonville Retirement System Board of Trustees, a Director of the World Affairs Council of Jacksonville, and President of the University of Pennsylvania Club of Jacksonville.
BS, Economics, Wharton School, University of Pennsylvania
MBA, Kellogg School of Management, Northwestern University