IW Financial (acquired by Institutional Shareholder Services in 2017)
Managing Director
Private Client Resources
Director
Self-employed
Working on interesting and targeted projects
Canopy LLC
President and Founder
Envestnet, Inc
Vice President
Credit Suisse HOLT
International Equity Research Analyst
Nuveen Investments
Research Analyst
TILT Investment Management
Co-Founder
Threshold Group (acquired by Tiedemann Advisors in 2017)
Director of Investments, Foundation Services
University of Illinois at Chicago
Northern Illinois University
