· Married with 3 daughters
· Resides in
· Bachelor of Science,
· Masters of Business Administration (Finance)
· Chartered Financial Analyst (CFA) 1993
· Senior Portfolio Manager, National City Bank,
· Director and Senior Portfolio Manager, Bank One,
· Member Investment Analyst Society of
· NASD, Series 65 licensed
Volunteer Work
· Board of Directors,
· Finance Committee Chairman
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As Quoted in
· Barron's
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· WCIU-TV Channel 26
Major Clients
· Zippo Manufacturing Inc.
· Fort Worth Symphony
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