Stone Tower Capital (now Apollo)
Business Development
readventures inc.
CIO and Chief Creative Officer
White Oak Global Advisors, LLC
Managing Director
Wurts & Associates
Consultant, Vice President
CFA Institute
President of CFA Society
White Oak Global Advisors, LLC
Head of ESG and Impact, Partner
CalSTRS
Fixed Income and Responsible Investment
CFA Institute
Member of the GIPS Global Investment Standards Committee
University of California, Santa Barbara
University of California, Davis - Graduate School of Management
California State University-Sacramento
