As Lead Portfolio Manager and Chair of the Investment Committee, I help our team make sound investment decisions that benefit our clients. As a principal, I oversee all compliance efforts to maintain our firm’s strong culture of compliance and standing with the SEC.
Personal Mission
Where there’s a will there’s a way.
What I Love About PDS
There is nothing more rewarding than making a positive impact on clients’ lives and seeing their long-term goals come to fruition.
Education
- BSBA in Business specializing in Finance, Risk Management & Insurance from The Ohio State University Fisher College of Business
Certifications:
About Me:
When I’m not at work, I love spending time with my wife Megan and our children Luca and Olivia. We enjoy the outdoors by taking long walks and bike rides around Dublin, hacking our way around the golf course, or trips to Lake Cumberland. I am also an avid Ohio State Buckeyes, Cleveland Browns and Cincinnati Reds fan. I believe in giving back to our local communities by previously serving on the board of directors for Neighborhood Services, Inc. and currently with the Dublin AM Rotary Club. I am also a member of the CFA Society of Columbus and Financial Planning Association of Central Ohio.