Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you.
Experience
Financial Advisor
Waddell & Reed
April 2007 – Present (11 years) Greater Chicago Area, United States
My goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 80 years.
Equity Research Analyst
Driehaus Capital Management
August 2002 – December 2005 (3 years 5 months)
Equity Research Associate
William Blair & Company
February 2001 – August 2002 (1 year 7 months)
Equity research associate for the Small Cap Growth Fund, responsible for covering technology sector.
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
2003 – 2007
Indiana University - Kelley School of Business
BS, Finance
1994 – 1998
Activities and Societies: Member men's intercollegiate soccer team
St. Louis University High School
High School
1990 – 1994
Additional Info
- Interests
- Soccer, basketball, golf, running, lifting weights, reading, gardening and cooking.
Waddell & Reed is not affiliated with any other entities referenced herein. 09/18