I have also served as the lead portfolio manager for a multi-family office and as an advisor to multi-billion Taft-Hartley and Fortune 50 pension plans. I am a University of Pennsylvania, Wharton undergrad and MBA.
Career Highlights
I have over 20 years of experience, including nine years working for and investing on behalf of leading Ivy League endowments.
Community Involvement
I serve as the President of the Financial Planning Association's Philadelphia Area Chapter. I am a member of the Estate Planning Council of Philadelphia, and, more importantly, I serve as a youth sports coach to my son's and daughters' teams.
Personal Pursuits
I live near Philadelphia with my wife, Nina, and two young daughters.
Fun Fact
I received my letter of recommendation into UPenn's Wharton school from David Swenson, famed manager of Yale's Endowment fund.
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