"In helping our clients meet their long-term objectives, we believe that market prices are there to serve investors, not guide them. We use the natural fluctuations in prices to rebalance portfolios, adding to positions when they are priced lower and selling others as they rise. This disciplined action helps to reduce risk, capture opportunities and improve results."
| Madison Wealth Management |
Cincinnati |
Chief Investment Officer |
2000 - Present |
| Provident Investment Advisors |
Cincinnati |
Vice President, Mutual Fund Manager |
1995 - 2000 |
| Exxon Canada |
Calgary, Canada |
Natural Gas Market Analyst |
1994 - 1995 |
| Alberta Securities Commission Agency |
Calgary, Canada |
Compliance Officer |
1992 - 1993 |
Chartered Financial Analyst, 1996
University of Alabama, Tuscaloosa, AL
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Graduated with a Bachelor of Science in Business Administration |
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Majored in Finance |
University of Calgary, Alberta, Canada
CFA Institute
CFA Society of Cincinnati
Named Most Inspiring by the CFA Institute, Nov 2007
CFA Magazine article
Guest speaker at Xavier University, College of Business, Undergraduate and MBA Securities Analysis classes
Mount Kilimanjaro Climb Team Leader - 22q13 Deletion Syndrome Foundation (2007)
United Cerebral Palsy of Greater Cincinnati, Board of Trustees and Finance Committee (2004 - 2006)
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