Location

Philadelphia, PA, US

Work

  • President @ The Haverford Trust Company
  • EVP and Chief Investment Officer @ Fulton Financial Advisors / Fulton Private Bank
  • SVP and Director of Investments @ PNC

Education

  • Boston University

    MS (Finance)

    2006 - 2008
  • Ursinus College

    BA (Economics)

    1985 - 1989
  • St. Joseph's Prep

    1981 - 1985

Skills

  • Alternative Investments
  • Team Building
  • Retirement Planning
  • Financial Planning
  • Wealth Management Services
  • Portfolio Management
  • Investments
  • Relationship Management
  • Finance
  • Asset Allocation
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