Serves primarily institutional clients in their asset allocation, manager selection, and performance monitoring; assists in manager research and new-business efforts
Member of the firm’s flexible capital asset class committee
Previous experience: Global partner at Invesco; governor of the CFA Institute (formerly AIMR); and president of the CFA Society Atlanta
M.B.A. from UNC Chapel Hill, where he was a Morehead Fellow; B.A. from Yale
Member of the CFA Institute/CFA Society of Atlanta; chair of the finance committee for the Princess Grace Foundation (USA); former board member of the pensions of the Presbyterian Church (USA); previously served on the boards of Columbia Theological Seminary, the Johnson C. Smith Theological Seminary, The Presbyterian Foundation, Piedmont Healthcare Foundation, and Piedmont Healthcare’s Investment Committee; also served on the boards at Rabun Gap – Nacoochee School, New Covenant Trust Company, The Alliance for Christian Media, and the Atlanta Ballet