CFA charterholder since 1998. Active member in the local CFA society. Former member of bank ALCO and investment committees Former investment officer/ portfolio manager for numerous depository institutions and trust departments Performing consulting work for RIAâs, family offices, broker dealers, trust departments and depository institutions.
CFA charterholder since 1998. Active member in the local CFA society. Former member of bank ALCO and investment committees Former investment officer/ portfolio manager for numerous depository institutions and trust departments Performing consulting work for RIA’s, family offices, broker dealers, trust departments and depository institutions.
