Contact

Certifications & Education

  • M.S., Boston University
  • B.A., Ursinus College
  • Chartered Financial Analyst (CFA) designation

Affiliations & Memberships

  • Board of Limited Jurisdiction

    St. Aloysius Academy

  • Board of Trustees

    Paoli Memorial Hospital Foundation

  • Investment Committee to Board of Trustees

    Ursinus College

  • Member

    CFA Society of Philadelphia

  • Member

    CFA Institute

Previous Experience

  • Chief Investment Officer & Director of Wealth Management

    Fulton Financial Advisors

  • Director of Investments & Senior Investment Product Specialist

    PNC Wealth Management

  • Vice President

    Deutsche Asset Management

  • Relationship Manager

    SEI Investments

  • Business Development Officer

    Investors Trust Company

  • Financial Consultant

    Merrill Lynch & Co.