Resumes
Resumes
Senior Vice President, Chief Investment Officer
View pageLocation:
99 Monroe Ave, Grand Rapids, MI 49503
Industry:
Investment Management
Work:
Legacy Trust Gr
Senior Vice President, Chief Investment Officer
Legacy Trust Gr Jan 1, 2014 - Feb 2017
Vice President, Senior Portfolio Manager
Legacy Trust Gr Nov 2009 - Dec 2013
Assistant Vice President, Portfolio Manager
Summit Investment Guidance Partners Oct 2005 - Nov 2009
Associate
Ubs Feb 2004 - Sep 2005
Registered Client Service Associate
Senior Vice President, Chief Investment Officer
Legacy Trust Gr Jan 1, 2014 - Feb 2017
Vice President, Senior Portfolio Manager
Legacy Trust Gr Nov 2009 - Dec 2013
Assistant Vice President, Portfolio Manager
Summit Investment Guidance Partners Oct 2005 - Nov 2009
Associate
Ubs Feb 2004 - Sep 2005
Registered Client Service Associate
Education:
Rollins College 1999 - 2003
Bachelors, Bachelor of Arts, Biology
Bachelors, Bachelor of Arts, Biology
Skills:
Investments
Portfolio Management
Asset Allocation
Wealth Management
Investment Strategies
High Net Worth Individuals
Securities
Financial Analysis
Retirement Planning
Financial Advisory
Mutual Funds
Investment Management
Financial Modeling
Strategy
Leadership
Investment Advisory
Asset Management
Portfolio Management
Asset Allocation
Wealth Management
Investment Strategies
High Net Worth Individuals
Securities
Financial Analysis
Retirement Planning
Financial Advisory
Mutual Funds
Investment Management
Financial Modeling
Strategy
Leadership
Investment Advisory
Asset Management
Certifications:
Chartered Financial Analyst (Cfa) Charterholder
Certified Financial Planner™
Level Iii Candidate In the Cfa Program
Certified Financial Planner™
Level Iii Candidate In the Cfa Program