Resumes
Resumes

Principal, Managing Director And Portfolio Manager
View pageLocation:
Rochester, NY
Industry:
Investment Management
Work:
Forte Capital
Principal, Managing Director and Portfolio Manager
Bryce Capital Management Apr 1999 - Sep 2009
Principal
Roman Catholic Diocese of Rochester Apr 1999 - Sep 2009
Permanent Deacon
Nazareth Schools 1999 - 2003
Board Member
Rochester Area Community Foundation 2000 - 2003
Chair - Investment Committee
Principal, Managing Director and Portfolio Manager
Bryce Capital Management Apr 1999 - Sep 2009
Principal
Roman Catholic Diocese of Rochester Apr 1999 - Sep 2009
Permanent Deacon
Nazareth Schools 1999 - 2003
Board Member
Rochester Area Community Foundation 2000 - 2003
Chair - Investment Committee
Education:
Northeastern Seminary 2013 - 2018
St. Bernard's School of Theology & Ministry 2003 - 2007
Masters, Master of Divinity, Theology University of Rochester 1984 - 1986
Master of Business Administration, Masters, Accounting, Finance University at Buffalo 1978 - 1982
Master of Science, Masters, Economics University at Buffalo 1971 - 1977
Bachelors, Bachelor of Arts, Psychology St. Joseph's Collegiate Institute 1967 - 1971
St. Bernard's School of Theology & Ministry 2003 - 2007
Masters, Master of Divinity, Theology University of Rochester 1984 - 1986
Master of Business Administration, Masters, Accounting, Finance University at Buffalo 1978 - 1982
Master of Science, Masters, Economics University at Buffalo 1971 - 1977
Bachelors, Bachelor of Arts, Psychology St. Joseph's Collegiate Institute 1967 - 1971
Skills:
Investments
Portfolio Management
Asset Management
Mutual Funds
Securities
Finance
Equity Research
Corporate Finance
Asset Managment
Trading
Wealth Management
Asset Allocation
Risk Management
Estate Planning
Financial Analysis
Economics
Equities
Investment Strategies
Wealth Management Services
Financial Modeling
Capital Markets
Series 63
Cash Management
Fixed Income
Alternative Investments
Retirement Planning
Investment Advisory
Hedge Funds
Private Equity
Series 7
Commodity
Mergers and Acquisitions
Financial Advisory
Valuation
Investment Banking
Financial Planning
Fundraising
Strategic Financial Planning
Business Development
High Net Worth Individuals
Portfolio Management
Asset Management
Mutual Funds
Securities
Finance
Equity Research
Corporate Finance
Asset Managment
Trading
Wealth Management
Asset Allocation
Risk Management
Estate Planning
Financial Analysis
Economics
Equities
Investment Strategies
Wealth Management Services
Financial Modeling
Capital Markets
Series 63
Cash Management
Fixed Income
Alternative Investments
Retirement Planning
Investment Advisory
Hedge Funds
Private Equity
Series 7
Commodity
Mergers and Acquisitions
Financial Advisory
Valuation
Investment Banking
Financial Planning
Fundraising
Strategic Financial Planning
Business Development
High Net Worth Individuals
Interests:
Children
Economic Empowerment
Politics
Education
Poverty Alleviation
Human Rights
Economic Empowerment
Politics
Education
Poverty Alleviation
Human Rights
Languages:
German
Certifications:
Charter Financial Analyst
