Contact

Certifications & Education

  • B.A., Drexel University
  • Chartered Financial Analyst (CFA) designation
  • FINRA Series 7, 65, and 66

Affiliations & Memberships

  • Member

    CFA Society of Philadelphia

  • Member

    CFA Institute

  • Advisory Board

    Drexel University School of Economics

  • Advisory Board

    W.W. Smith Foundation

Previous Experience

  • Director of Research

    The Haverford Trust Company

  • Research Analyst

    The Haverford Trust Company

  • Research Analyst

    Logan Capital Management, Inc.