Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
35 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2023-present
- Managing Partner, Lantern Road Capital Partners, LLC, 2012-2023
- Managing Director, Steinberg Asset Management, 2004-2012
- Managing Director, Credit Suisse Asset Management, 1999-2004
- Partner, Warburg Pincus Asset Management, 1995-1999
- Institutional Client Relationship Manager, Strong Capital Management, 1988-1994
Education
- BS, Finance, Indiana University
Personal interests and affiliations
- Fishers Rotary Club
- Holy Spirit at Geist Parish
- Noblesville Chamber of Commerce