Vice President, Portfolio Manager
As a member of the Wealth Management Team, my primary responsibility is portfolio management for private clients. I have more than ten years of investment management and wealth planning experience, servicing clients with a variety of investment and planning needs.
Along with Scott Schermerhorn, I lead our fixed income research team and serve as the product manager for the ETF Strategy. As a member of Granite’s research team, I’m also responsible for monitoring the markets as they pertain to our portfolios.
Finance/Executive Committee for GoodLife Programs & Activities Center, currently serving as Vice Chair of the board.
Rivier University, BS Business
Golf, Steel Fabrication/Welding, Basketball