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.
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110 Miller Ave. First Floor
Ann Arbor, MI 48104
(734) 761-6500
info@exchangecapital.com