SUMMARY I am a Senior investment professional with extensive experience as a Chief Investment Officer, Equity Portfolio Manager and Consultant. Present and Past Areas of Accomplishment * Responsible for RIA P&L and managing a staff of 7 (including 4 CFA's) * Design Asset Allocation Manager Selection Process, Capital Market Assumptions * Chairman of the Board, Parent Company * Midcap and Largecap Value Separate Account Portfolio Manager * Index Manager (S&P 500, Midcap, NASDAQ 100) Replication and Stratified Sampling * Analyst - Value securities Designed and Supervised Analyst Training Program * Block, Program and Derivatives Trader.

Highlights:

• Defined Benefit
• Defined Contribution
• Institutional
• RIA
• Southeast