Vice President, Investment Management and Research
Oversees asset allocation, fund selection, and overall management of Commonwealth’s discretionary platform, Preferred Portfolio Services®Select
Holds the CERTIFIED FINANCIAL PLANNER™professional certification and the Chartered Alternative Investment Analyst (CAIA) designation, and is a Chartered Financial Analyst®(CFA®) charterholder and a member of the Boston Security Analysts Society
Holds the FINRA Series 7, 24, 31, 53, and 66 securities registrations
Earned a BS in industrial economics from Union College
Has prior experience in positions at Albany International and Kestner Engineers
