Brief biography:
I've spent my entire career in financial services, including in chronological order: public accounting, public finance investment banking, corporate finance investment banking, private wealth management, and institutional and family office custody and financial services. I am now affiliated with a provider of private credit services to middle market companies. Devotee of forest management and preservation; public policy nerd; Member of the 1977 NCAA National Champion Skeet Shooting team; sporting clays competitor; fly fishing enthusiast; terrible golfer. Devoted husband; father of three daughters; grandfather of seven (5 granddaughters, 2 grandsons).
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Profession and title:
Executive Vice President, Finance