As a Portfolio Manager, I work with Kurt, Kyle, and Karl as part of the Investment Team to provide ongoing research, portfolio management, and client service.

Personal Mission

Find ways to do what makes you happy.

What I Love About PDS

The work I do challenges me to learn and grow personally so I can provide the best service to help our team and our clients.


  • BS in Finance from The Ohio State University Fisher College of Business

About Me:

My wife, Liz, and I welcomed our first child, Declan, in 2022 and have come to love being on the floor and reading Brown Bear, Brown Bear over and over. We enjoy listening to music (Half Alive, Noah Kahan, Taylor Swift) and reading together. I’m an avid runner and try to do something active everyday. If I’m not re-watching New Girl for the 7th time, I’m following the Guardians, Buckeyes, or Formula 1.