"To achieve your financial goals, it is imperative to stay focused on the long-term without letting short-term distractions dissuade you from staying the course. At Madison, we provide the discipline necessary to make rational decisions in what are often irrational times."
| Madison Wealth Management |
Cincinnati |
Principal and Portfolio Manager |
2003 - Present |
Chartered Financial Analyst, 2006
Bowling Green State University, Bowling Green, OH
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Graduated with a Bachelor of Science in Business Administration |
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Majored in Finance |
CFA Institute
CFA Society of Cincinnati
- Board Member of the CFA Society of Cincinnati
- Board of Trustees of the Peaslee Neighborhood Center in Cincinnati’s Over-the-Rhine community
- Endowment Committee - Adath Israel Congregation
- Xavier University Executive Mentor Program, Mentor
- Guest speaker at Xavier University, College of Business, Undergraduate and MBA Securities Analysis classes
- Guest speaker at Northern Kentucky University
- Inner City Tennis Project
- BGSU Student Managed Investment Fund, Advisory Board Member
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