Director of Institutional Investment Management at SJS Investment Services. Spent 30 years navigating the investment world. Now adding legacy planning!
I’ve been involved in the investment industry for nearly 30 years. Since 2004, I’ve been Director of Institutional Investment Management at SJS, where I serve as a portfolio manager and senior advisor for the firm’s institutional, non-profit and public entity clients. Additionally, I’m the Treasurer of the Board of Directors of Courageous Community Services. The mission of CCS is to promote healthy lifestyles and better quality of life for persons with developmental disabilities and their families. CCS operates a summer camp to provide socialization and outdoor experiences…and much more!
- Director of Institutional Investment Management
- SJS Investment Services
- Coaching | Communicating About Wealth | Engaging the Next Generation | Family Philanthropy | Financial Literacy | Impact Investing | Strategic Grantmaking | Wealth Management
- USA
- Ohio
- OH
- SYLVANIA
- 21/64 Virtual Approach Training