As a financial advisor at Raymond James Financial Services, I offer wealth advisory services for private investors, institutions, endowments, and company-sponsored retirement plans. I focus on personalized wealth planning and a disciplined investment management process.
I am a CFA® charterholder. The CFA charter is awarded to a very select group of individuals who have mastered a rigorous curriculum that requires hundreds of hours of study over at least three years and have passed three increasingly difficult levels of examination. Investors recognize the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.
The first 16 years of my career were at RBC Wealth Management (it was Dain Rauscher when I joined the company). The last 12 of which I was a member of the firm’s Global Manager Research team. In this role, I conducted research and due diligence of investment managers. My experience includes oversight of managers in the alternatives, fixed income, and equity asset classes. I also contributed to the management of multiple discretionary model portfolios.
Prior to Global Manager Research, I worked in RBC’s operations department. I held many positions over the four years. Last of which was Supervisor, where I managed a team of 10-12 associates. My experience in operations taught me many lessons that help in my current role. The one I take most pride in is always treating home-office operation personnel kindly.
I performed my graduate studies at the University of Minnesota Carlson School of Management, where I focused on Entrepreneurship. My undergraduate work was at St. Cloud State University (SCSU), graduating with a Bachelor of Science degree in Finance. While SCSU may be best-known for its Division I hockey program, the Herberger Business School is one of only seven accredited business schools in Minnesota.