Industry:
Non-Profit Organization Management
Work:
Trillium Asset Management
Board Director
United Way of Massachusetts Bay and Merrimack Valley
Member Board of Directors
United Way of Massachusetts Bay and Merrimack Valley
Investment Committee Member
E. Ritter & Company
Board Director
Investorforce 2012 - 2014
Board Member, Advisory Board
Education:
Kenyon College 1977
Bachelors, Bachelor of Arts, Philosophy
Skills:
Fixed Income
Mutual Funds
Financial Services
Securities
Finance
Investments
Capital Markets
Strategic Financial Planning
Private Equity
Investment Advisory
Venture Capital
Investor Relations
Wealth Management
Financial Planning
Risk Management
Marketing
Strategic Thinking
Pensions
Valuation
Fund of Funds
Endowments
Equity Research
Integration
Reorganisation
Systems Conversion
Transformations
Strategic Vision
Rebranding
Thought Leadership
Driving Growth
Influential Change Agent
Global Business Development
International
Profitability
Roi
Forecasting
Investing
Operations
Performance Measurement
Policy Formulation
Chief Investment Officer
Chief Operating Officer
Coo
Strategic Asset Allocation
Governance
Brand Management
Revenue
Customer Centric
Chairman of the Board
Board Member
