After graduating with a BA in History and Art History from Washington Lee University, he spent five years in New York with Sotheby’s before joining Veritable in 1997. He is a CFA® charterholder and portfolio manager at Veritable with a national clientele who value his investment prowess, attention to detail and his gentle bearing. He serves on the board of the Willistown Conservation Trust [WCT], where he is a member of the Finance and Audit Committees.
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