Background 
    • Vice President & Portfolio Manager, Wealth Management, 
         Bancorp, Port Huron, MI
    • Portfolio Manager, Investment Management Services, Inc., 
        Birmingham, MI
    • Portfolio Manager, Jay A. Fishman, Ltd., Detroit, MI
    • Quantitative Analyst, Colorado National Bank, Denver, CO
    • Treasury Staff, Chrysler Financial, Troy, MI
    • Investment Banking, Kidder Peabody & Company, Chicago, IL

Experience and Education
    • Chartered Financial Analyst
    • Chartered Investment Counselor
    • University of Michigan – Bachelor of Business Administration – 
        Finance
    • University of Colorado – Master of Science – Investment Finance
    • Wayne State University – PH.D. Candidate – Financial Economics

Business and Community Affiliations
    • Active Member of the CFA Institute
    • Past President of Chartered Financial Analyst Society of Detroit
    • Senior Grader for Chartered Financial Analyst Exam
    • Adjunct Faculty Davenport University – Quantitative Methods, 
        Statistics, Finance and Mathematics