Area of Focus: Investment Grade Corporate Securities
Profile:
- Leads the corporate bond team
- More than 21 years of experience in fixed income investment management
- Previously a partner at Stein Roe and Farnham; the director of fixed income at Harris Investment Management; and a senior vice president and portfolio manager for Columbia Management
- Chartered Financial Analyst (CFA)
- Holds NASD Series 3 and 63 securities licenses
Education:
- B.A., Earlham College
- M.B.A., Harvard University
Affiliations:
- Clarendon Hills Police Pension Fund, trustee
- Investment Analyst's Society of Chicago, former director of the board
- Hinsdale Hospital Foundation, former chairman of the board