Director
Portfolio Management Team
Chairman, Investment Committee

“When you always do the right thing for a client and find the right balance of risk and reward, the relationship will strengthen over the long term.”

• 35 years of investment experience
• Managed funds for Institutional, Foundation and High Net worth clients
• CFA Institute member and past Chairman of the Orlando CFA Society
• Former Board member of Florida Bankers Association
• Former Chairman of the Board, Florida Bankers Educational Foundation
• Former Chairman and present Board member, Bok Tower Gardens
• Tampa Bay Committee of Foreign Relations, Membership Committee

• Tennis, sailboat racing, and scuba diving

Phone: 941-787-4447