Career Resume

Senior Portfolio Manager | Advisor

Summary:

Investment professional with extensive experience managing a proprietary high dividend strategy and fiduciary high / ultra-high net worth portfolios. Strong capabilities include positioning portfolios for the investing environment, independent thinking, and comfortable with challenging conventional wisdom. Accomplished stock selection for dividend-oriented portfolios, demonstrating consistent track record of competitive performance and client satisfaction as measured by AUM growth. Strong communication skills,  enables understanding of specific investments, changes in values due to market and economic conditions, effects of taxation, and fiduciary considerations. Strong client retention across economic cycles and challenging market conditions.

Individual Stock Selection & Research | Mutual Fund & SMA Management Expertise

Strong AUM Growth | High to Ultra-High Net Worth Portfolio Management

Targeted Investment Objectives & Portfolio Construction | Multi-Generational Family Relationships

Endowments & Private Foundations

 

Professional Experience

 

COMERICA BANK, Detroit, MI

Senior Portfolio Manager
Vice-President and Senior Portfolio Manager, Comerica Asset Management 2000 to 2018

Created and managed the proprietary Dividend Income Strategy beginning in July 2000. Unique 40 stock portfolio intended for taxable investors / fiduciary clients. Performance versus benchmark extremely competitive, exceeding in the industry standard time periods back to inception. Management included fundamental, technical, and quantitative analysis of individual mid- and large cap companies, augmented by sell side research and support services. Solely responsible for stock selection and portfolio construction.

  • Direct ownership of the individual issues as an SMA. At year-end 2017, the Dividend Income Strategy composite included 1036 accounts, worth $836M.
  • Common Trust Fund form initiated in 2006, running through December 2018. Peak value $72M.
  • Comerica employee 401(k) plan, 2012 to 2018. Peak value $16M.

 

COMERICA BANK, Detroit, MI

Senior Portfolio Advisor
Vice-President and Senior Portfolio Manager, Comerica Asset Management 1978 to 2018

  • Advised and managed the investments of high net worth individual and families, multi-generation trust relationships, endowments, and private foundations. Responsibilities included establishing the investment objectives, constructing and managing the portfolios in compliance with the objectives, and documenting all activities of the process including annual regulatory reviews.
  • Managed the largest value relationship at Comerica, 2012 to 2018.
  • Market value of 2018 client list: $750 million.
  • Participated in or chaired the department’s Investment Policy Committee, 1996 to 2016.

 

Education

 

Master of Business Administration (MBA), concentration in Finance, University of Detroit, Detroit, Michigan

Bachelor of Arts (BA), Economics, Denison University, Granville, Ohio

 

Professional Credentials:

  • Chartered Financial Analyst (CFA)
  • Member of the Chartered Financial Analyst Institute (CFAI)
  • Chartered Financial Analysts Society of Detroit