Work History

Work History
Mar 2015 - Present

Managing Partner and Founder

Fiduciary Wealth Partners
Managing Partner and Founder at (6 months) Fiduciary Wealth Partners was founded to form fiduciary wealth partnerships with our clients, our professional colleagues, and our community. We picked the word Fiduciary to make a statement about the standard of care we believe should apply in the wealth management business. Acting as a true fiduciary, we will not take actions that put us in a conflicted position and pledge to always place the interests of our clients first.
Jan 2012 - Mar 2015

President and Founder

SJM Fiduciary Advisors
President and Founder at (3 years 3 months) SJM was a privateinvestmentconsulting and wealth management firm serving clients in a truly unconflicted and transparent fiduciary manner. Fiduciary Wealth Partners is the successor to SJM.
Nov 2009 - Feb 2012

Managing Director

Barclays Wealth
Managing Director at (2 years 4 months)
Sep 1998 - Oct 2009

Managing Director

Neuberger Berman
Managing Director at (11 years 2 months)
2003 - 2008

Managing Director

Lehman Brothers Neuberger Berman
Managing Director at (5 years)

Education

Education
1984 - 1989

University of Alabama at Birmingham

Portfolio

Skills

Skills