Our People
Portfolio manager of institutional and private client fixed income portfolios and mutual funds, and senior member of the Fixed Income Investment Strategy Team
Joined FCI Advisors in 2003 after managing a $1.5 billion portfolio of corporate, mortgage and asset-backed securities for a Kansas City insurance company
Began his career in mortgage banking and spent 10 years with JP Morgan in consumer lending, asset acquisition and portfolio management
BA, Bowling Green State University
MBA, University of Dayton
Chartered Financial Analyst® charterholder
CFA Institute, Member
CFA Society Jacksonville, Member
San Juan Del Rio Catholic Church, Serving our Sick, Volunteer
President and Chief Executive Officer
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Chief Investment Officer, Fixed Income
Senior Vice President, Head of Business Administration
Senior Vice President, Chief Compliance Officer
Trader
Equity Trader
Senior Investment Analyst
Vice President, Trading