"Consistent investment discipline applied to high quality, diversified assets over the long term will produce above average results."
| Madison Wealth Management |
Cincinnati |
Senior Wealth Advisor |
2007 - Present |
IXIS Advisors Funds/
Loomis Sayles Fund Group |
Boston |
Trustee |
2000 - 2007 |
| First Variable Life |
Chicago |
Director & Consultant |
1996 - 2000 |
| XL Capital Limited |
Bermuda |
Senior Vice President &
Chief Investment Officer |
1990 - 1996 |
| C-S Capital Advisors |
Cincinnati |
Chairman & CEO |
1982 - 1990 |
| Armco Inc. (Now AK Steel) |
Middletown |
President, Armco
Investment Management |
1971 - 1982 |
University of Wisconsin, Madison
 |
Graduate School course work in Investments/Finance |
University of Iowa
|
Graduated Bachelor of Arts in Political Science |
Cincinnati Society of Financial Analysts - Past Member
Greater Cincinnati Venture Capital Association - Past Director
Transitions Mental Health Association, San Luis Obispo, California - Past Director
SCORE (Service Corps of Retired Executives), San Luis Obispo, California - Past Treasurer
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