EXECUTIVE SUMMARY

Chief Investment Officer with over 20 years of investment experience. Results-driven investment professional who delivers superior risk-adjusted return in markets. Skilled at cultivating and servicing high net-worth individuals and institutional relationships. He has successfully managed and grown an investment management firm.

PROFESSIONAL EXPERIENCE

Experience includes Chief Investment Officer, Senior Portfolio Analyst, Portfolio Manager, and Senior Equity Analyst.

RESPONSIBILITIES

Managing all-capital global investment portfolios in developed and emerging markets. Effective presenter at investment conferences. Senior research analyst on a six-person team managing the $1.4 B FPA Crescent mutual fund and the related $400 M FPA Hawkeye Hedge fund focused on mid-large capitalization global securities.

Candidate ID # 17489