Serves as the firm’s vice president and a senior consultant
Member of the firm’s executive committee; serves on the risk and global equities asset class committees
Previous experience: Client service officer in the Master Trust Division at State Street Bank and Trust Co.
B.S. in business from Wake Forest University
Member of the board of directors of the Children’s Museum of New Hampshire and the Seacoast Science Center, where he also serves on the executive committee; member of the CFA Institute/CFA Society Boston