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Over 25 years of executive consulting, research, writing, and sales experience with financial service and investment management organizations and their institutional and ultra-HNW clients worldwide.

Work experience

Feb 2005Present


SC&R Communications LLC

Provide customized consulting, marketing research, and writing projects for a wide range of clients.

Jan 2003Feb 2005

Senior Vice President -- Consulting & Research

Family Office Exchange

Ultra-HNW membership organization providing family offices and their advisors collaboration, consulting, and research platforms. 

Jan 2001Jan 2003

Executive Vice President - Consulting

CRA Rogers Casey Business Strategies Group

Consulting and business benchmarking research organization focused on a broad spectrum of financial services firms - institutional, retail, and HNW.

Jan 1993Jan 2001

Practice Leader

William Mercer Manager Advisory Services (formerly Eager & Associates LLC)

Consulting, marketing research and business benchmarking research organization focused on institutional and HNW financial services firms.

Jan 1989Jan 1993

Executive Vice President - Sales & Client Service

Cedar Hill Associates, Inc

Quantitative equity and fixed income investment firm serving institutional and HNW clients and their consultants.



Northwestern University

Honors Society

Dean's List

Writing Samples


Key Experience & Expertise
  Project development and implementation Exceptional written and verbal communication skills