As a Portfolio Manager, I work with Kurt and Kyle 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 love to hangout in the backyard with our dogs Charlie and Winnie, listening to music (Lumineers, Noah Kahan, Caamp) and reading books. 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.