• 28 years experience as Principal and Investment Manager of a Cleveland-area investment firm
• Former CFO of a regional hotel and restaurant chain
• A.B., Dartmouth College; M.B.A., Darden School at the University of Virginia
• Chartered Financial Analyst and Chartered Investment Counselor
• Member, Giving Back Gang; Social Venture Partners; Advisory Committee to the Cleveland Psychoanalytical Foundation; St. Paul's Episcopal Church; Shoreby Club; Madison Country Club

Detailed biography

• 8 years experience in research, client services and project management
• B.S. in Economics, John Carroll University
• Personal interests include playing sports, listening to music and spending time with family and friends