Previous Experience

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• 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

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Education

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• 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®)