- 29 years experience in financial services industry
- Provides investment advice to public, private, union, healthcare, endowment and foundation funds ranging from a few million to several billion dollars
- Founded Asset Strategies Portfolio Services, Inc. in 1992
- Authored articles on investment topics and conducts educational seminars for trusetes and plan sponsors
- M.B.A. Finance, Wayne State University
- B.A. Economics, University of Michigan
- Has served as officer and director of two foundations and a trust
- Professional Associations:
- Michigan Association of Public Employees Retirement Systems
- International Foundation of Employee Benefit Plans
- Michigan Non Profit Society
- CFA Institute
- Chartered Alternative Investment Analyst Institute
