Resumes
Resumes
Cfa, Mba, Finra Series 7 & 24
View pageLocation:
Louisville, Kentucky
Industry:
Financial Services
Education:
Case Western Reserve University - Weatherhead School of Management 1999
MBA, Finance Miami University 1993
BA, English
MBA, Finance Miami University 1993
BA, English
Chief Investment Strategist
View pageLocation:
4965 Hwy #42, Louisville, KY
Industry:
Financial Services
Work:
United Management Company 2013 - 2016
Chief Investment Officer
Stock Yards Bank & Trust 2013 - 2016
Chief Investment Strategist
Presbyterian Church Foundation & New Covenant Trust Company 2008 - 2011
Chief Investment Officer, Senior Vice President
Harvey Investment Company 2001 - 2008
Vice President, Shareholder
Chief Investment Officer
Stock Yards Bank & Trust 2013 - 2016
Chief Investment Strategist
Presbyterian Church Foundation & New Covenant Trust Company 2008 - 2011
Chief Investment Officer, Senior Vice President
Harvey Investment Company 2001 - 2008
Vice President, Shareholder
Education:
Weatherhead School of Management at Case Western Reserve University 1999
Master of Business Administration, Masters, Finance Miami University 1993
Bachelors, Bachelor of Arts, English Gilmour Academy 1989
Master of Business Administration, Masters, Finance Miami University 1993
Bachelors, Bachelor of Arts, English Gilmour Academy 1989
Interests:
Education
Health
Health
Certifications:
Chartered Financial Analyst
Cfa Institute
Cfa Institute
Board Of Directors Member
View pageWork:
Rockcastle County Bancorp Mount Vernon Ky
Board of Directors Member
Board of Directors Member
Chief Investment Officer At New Covenant Trust Company
View pageLocation:
Louisville, Kentucky Area
Industry:
Financial Services