Financial credentials
- Chartered Financial Analyst®
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
40 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2019-present
- Founder, Augusta Capital Management, 2009-2019
- Principal, AGAM/Credit Suisse/Warburg Pincus, 1996-2009
- Managing Director, Banker's Trust Co., 1991-1996
- Vice President, Equitable Capital, 1985-1991
- District Manager, Donn Corporation, 1984-1985
Education
- BS, Industrial Management, Georgia Institute of Technology
Personal interests and affiliations
- First Baptist Church