Certifications & Education
- B.S. from the Wharton School, University of Pennsylvania
- FINRA Series 7, 24, 27 and 63
Affiliations & Memberships
Trustee (1993-Present)
Providence Center, A Ministry of the Society of the Holy Child Jesus
Board of Overseers (1994-Present)
University of Pennsylvania Athletic Association
Hospitality Committee (1995-Present)
Devon Horse Show & Country Fair FBO Bryn Mawr Hospital
Trustee (2002-Present)
Academy in Manayunk
Finance Committee (2013-Present)
Project Home
Previous Experience
Founder & Chief Investment Officer
Rittenhouse Financial Services
Principal & Chair of the Investment Selection Committee
Drexel & Co.
Corporate Research Analyst
J.P. Morgan & Company
Previous Board Affiliations
Trustee Emeritus & Finance Committee Member (1974-2021)
Morris Arboretum
Trustee & Finance Committee Chairman (1991-2021)
Caroline A. Buck Foundation
Finance Committee Chairman (1961-2006)
Northern Home for Children
Finance Committee Chairman & Board Vice Chairman (1974-2000)
Historical Society of Pennsylvania
Director & Finance Committee Chairman (1976-2012)
National Rolling Mills
Trustee & Finance Committee Chairman (1995-2000)
Pennsylvania Academy of Fine Arts
