National Director of Mutual Fund Sales
Client Portfolio Team
I lead our mutual fund business development efforts. My past experience at Shearson Lehman Brothers, Piper Jaffray, and CLSA America supports my selling, building awareness and taking care of clients nationwide. Working with headstrong clients is great; I embrace these connections. These are thoughtful professionals who want their clients to have more than middle-of-the-road opportunities.
This firm is humble. It’s quite unlike Wall Street, where I worked for 35 years. Here, it’s all about working together and pursuing a common goal.
My parents were very strict southerners; it was always ‘yes ma’am, no ma’am’ – and treat others the way you’d like to be treated.
“We are about actively managed, concentrated, high-growth portfolios—quite different from the majority of strategies out there.”
BS in Business Administration with a concentration in Finance
Active member, Mayacama Volunteer Fire Department