"An important legacy is working with clients to make a difference in their lives through sound financial planning and wise investing."
| Madison Wealth Management |
Cincinnati |
Principal and Senior Wealth Advisor |
2004 - Present |
| Provident Bank Commercial |
Cincinnati |
Vice President and
Managing Director |
1994 - 2004 |
| Creditanstalt-Bankverein |
New York
Vienna, Austria |
Vice President |
1988 - 1994 |
| Irving Trust Company |
New York |
Assistant Treasurer |
1986 - 1988 |
Chartered Financial Analyst, 2005
Graduate of Irving Trusts Professional Officer Development Program
The Johns Hopkins University/School of Advanced International Studies (SAIS)
Washington, DC and Bologna, Italy
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Graduated Masters of Arts in International Economics/ International Relations |
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Additional studies at Jagiellonian University, Cracow, Poland |
University of Nebraska, Lincoln
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Graduated Bachelor of Arts in Economics |
CFA Institute
CFA Society of Cincinnati
TIAA-CREF Board of Financial Advisors, Board Member (2005 - 2006)
Association of Corporate Growth
Youth Coaching Volunteer Soccer, Basketball, Baseball and Destination ImagiNation
Boys Scouts, Dan Beard Council
Active in church and children's school
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