Certifications & Education

  • B.A., Franklin and Marshall College
  • FINRA Series 63 and 65

Affiliations & Memberships

  • Trustee

    Avon Old Farms School

  • Trustee

    Pennsylvania Historical Society

  • Trustee Emeritus

    Pennsylvania Academy of the Fine Arts

Awards, Publications, & Features

  • "Financial and Economic Thought Leadership," Bloomberg
  • "Financial and Economic Thought Leadership," CNBC
  • "Financial and Economic Thought Leadership," Fox Business

Previous Experience

  • Assistant Vice President / Portfolio Manager

    Mellon Bank

  • Senior Investment Officer / Portfolio Manager

    PNC Bank

Previous Board Affiliations

  • Trustee

    Franklin & Marshall College

  • Trustee

    Rectory School

  • Trustee

    Camp Tecumseh