As Chief Investment Officer, I work with our investment teams to shape a dynamic global investment strategy for the firm. With a deep understanding of market trends and economic forces, I combine the innovative thinking of our teams with rigorous analysis to identify macro and micro trends that shape markets.
I work closely with our portfolio managers to align client portfolios with our strategic short- and long-term outlook, with a goal of preserving wealth and enhancing it across generations.
My Experience
I am a member of Fiduciary Trust International’s Board of Directors and a member of Franklin Templeton’s Management Committee. I am co-chairman of the firm’s Asset Allocation Committee and a member of both the Executive and Management Committees. In addition, I am a member of the Franklin Templeton Solutions Global Investment Committee.
Prior to joining Fiduciary Trust International in 1993, I spent six years as a fixed income portfolio manager with Public Service Mutual Insurance Company.
Education
- C.W. Post College, Bachelor of Science degree
Financial Credentials
- Chartered Financial Analyst (CFA) charterholder
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Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!