About Me

I have over twenty years experience in the capital markets. I hold an undergraduate degree in Finance from the University of Notre Dame and an MBA in Finance from Georgia State University in Atlanta, GA. I bring a deep understanding of the stock market to CORDA Investment Management. My special expertise with large cap global equities was honed at Fisher Investments in Woodside, CA. Later, while residing in Austin, TX, I was Director of Investment Strategies for Capital Cities Asset Management, a tactical and sector oriented money manager. I have gained invaluable experience developed in the trenches of a demanding market environment over the past two decades. Furthermore, I thoroughly enjoy building portfolios and client dialogue. I spend a great deal of time attempting to uncover exceptional investment opportunities.

I am an avid runner, having completed nine marathons and dozens of half marathons. I used to play the drums frequently, but now spend a great deal of time with my two children. I am an ardent cheesehead and support all WI sports teams. That said, I am a full bodied Texan now, and if not on the beach, you can find me hiking, biking, and running on the trails of Lake Travis and in the Texas Hill Country.