Financial credentials
- Chartered Financial Analyst®
- Series 7, 63, 65 Securities Licenses
Experience
37 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Senior Regional Director, Aberdeen Standard, 2016-2020
- Managing Director, O'Shaughnessy Asset Management, 2014-2016
- Senior Vice President, Oak Ridge Investments, 1998-2014
- Portfolio Manager/Director of Marketing, Insight Capital, 1992-1998
- Trader, Fidelity Investments, 1986-1989
Education
- MBA, Corporate Finance, University of Dallas
- BS, Finance, Texas A&M University
Personal interests and affiliations
- CFA Institute Member
- CFA Society of San Francisco Member