Partner | Chief Investment Officer
I have an atypical resume for a Chief Investment Officer. I studied engineering at Case Western Reserve University in Cleveland, and started a technology career in the educational non-profit sector in Boston. Within a few years, I decided to turn my personal passion for investing into a profession and attended Boston College to earn a Master of Science in Finance.
My career in finance started in the mutual fund industry, and then pivoted to hedge fund due diligence and investing. During that time, I also earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. In 2017, I joined Exchange Capital Management as a Senior Portfolio Manager, later becoming our Chief Investment Officer.
I am proud to be a new Partner at the firm. This is a great group of human beings to work with and they seem to appreciate my nerdy sense of humor (or at least tolerate it).