Before joining RBC Wealth Management I spent four years at Robert W. Baird & Co.and the previous 23 years at William Blair & Company as a partner and manager of their Institutional Sales office in London. Prior to Blair I was in Institutional Sales and Marketing for Proctor and Gamble in San Francisco and Detroit. Before entering the private sector I served for six years as an Army Officer (Capt. ret.) with assignments in Frankfurt, Germany (3rd Armored Divisions) and Columbus, Georgia.
Designations
In 2012 I completed the Accredited Wealth Manager Program and have earned RBC Wealth Management’s professional designation of Accredited Wealth Manager (AWM). Geared toward meeting the specialized needs of individuals and families, this advanced-level program builds on the fundamentals of wealth management, with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of your individual financial objectives.
By earning this professional designation, I have demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate planning strategies for high net worth clients. The program also offers high-level insight on how to collaborate with other professionals, such as attorneys or accountants, to create better, more unified wealth strategies
Education
United States Military Academy at West Point
Bachelor of Science, Engineering 1971 – 1974
Activities and societies
West Point Society of London, England
West Point Society of Chicago, Illinois
West Point Society, Naples, Florida
4th Presbyterian Church, Chicago, Illinois
Personal
I am originally from northwest Indiana, but now reside in Chicago. I am married and have four children. Outside of work I enjoy cycling, running, triathlons, tennis, golf, theatre, Chicago White Sox/ Cubs, Chicago Bears, Chicago Blackhawks, and am a season ticket holder for the Chicago Bulls. In addition, I volunteer with the 4th Presbyterian Church Volunteer Organization.
