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CREDENTIALS

Previous Experience

  • Chief Investment Officer, Goldman Sachs Personal Financial Management, Los Angeles, CA

  • Chief Investment Officer, Genworth Financial Asset Management, Los Angeles, CA

  • Chief Investment Officer, Arizona Public Safety Personnel Retirement System, Phoenix, AZ

  • Director - Curriculum, CFA Institute, Charlottesville, VA

  • Executive Vice President, PMC International (later Envestnet), Denver, CO

  • Managing Director - Research, SEI, Chicago, IL

  • Assistant Professor of Finance, University of Colorado, Boulder, CO

Education

  • AB, Economics and Mathematics, Oberlin College

  • MA, Economics, University of Maryland at College Park

  • MA, Economics, Northwestern University

  • PhD, Finance, Northwestern University

  • Chartered Financial Analyst (CFA®)

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