Overview
I am a strategic and results-oriented leader with 20 years of institutional investment experience that I draw on to further enhance WealthCo’s investment portfolios, improve investor outcomes, and build shareholder value. Our clients deserve the very best with regard to fiduciary oversight...and I believe that starts with asking the right questions.
Questions & Answers
What drew you to your career path?
My undergraduate degrees were in Finance as well as Actuarial Science. My role as CIO combines my desire to make money along with my focus on risk management.
Share a career accomplishment that you are particularly proud of?
I completed both my Chartered Financial Analyst and Fellowship of the Society of Actuaries designations after my kids were born and while working full time.
What are some causes you are passionate about?
My volunteer activity is as 'Coach Dave' for the Learn to Skate program at Trails West. I love working with little kids in a sport that has meant so much to our family.
