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Work experience

Mar 2015Present

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 2012Mar 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 2009Feb 2012

Managing Director

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

Managing Director

Neuberger Berman
Managing Director at (11 years 2 months)
20032008

Managing Director

Lehman Brothers Neuberger Berman
Managing Director at (5 years)

Education

19841989

University of Alabama at Birmingham

Portfolio

Skills

Portfolio

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