Hobbies/Sports:
Running in Marathons, Long-Distance Running, Cycling
Education Degrees:
MBA, Indiana University (2004); Certified Investment Management Analyst, Wharton School (2003); Bachelor of Science in Business Administration, Emphasis in Accounting, University of Louisville (1998); Bachelor of Science in Political Science, University of Louisville (1990); Certified Financial Planner
Affiliations Awards:
Investment Management Consultants Association; Chartered Institute of Management Accountants; Certified Financial Planner Board of Standards, Inc.
Highlight of career?:
The highlight of his career was passing the certified financial planner examination.
Charity:
Louisville Multiple Sclerosis Society; American Heart Association; United Way
Number Of Years In Profession:
11
Number Of Years In Current Position:
10
What Does He/She Attribute Success To:
He attributes his success to his drive to work hard and earn a profitable living. He is a competitive winner and uses his college experiences as both academic student and athletic swimmer as motivation to keep focused and stay ahead.
How Did They Get Involved In Profession:
He became involved in the profession because he wanted a career that would allow him to utilize his degree, so a friend encourages him to get involved in finance. He did, and loves it.