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Areas of Focus: Fund Selection, Asset Allocation Strategies
Profile:
Maintains 20 years of experience in the financial services and investment industry
Joined Mesirow Financial in 2006 after managing non-software product initiatives for Ibbotson Associates
Was instrumental in developing Ibbotson Associates' investment strategy consulting services which included performance studies based on historical performance data of portfolios under various scenarios
Prior to Ibbotson Associates, held positions with IPC Group, Abbot Laboratories and Bear, Sterns & Company
Holds Chartered Financial Analyst (CFA) designation
Education:
B.A., University of Wisconsin
M.B.A., University of Texas | 