President and Chief Investment Office, CTP Chief Compliance Officer | 02/2006 to present |
Business Experience:
Harris Trust and Savings Bank, Chicago, Illinois
Vice President, Portfolio Manager, Treasury Group | 1989-2006 |
Refco, Chicago, Illinois
Fixed Income Arbitrage Specialist | 1987-1989 |
Geldermann Group, Chicago, Illinois
Sales Manager, Bond Trading and Bond Arbitrage | 1982-1987 |
Chicago Board of Trade, Chicago, Illinois
Member | 1980-1982 |
Education and Professional Designations:
B.S., Gatton School of Business and economics, University of Kentucky, 1979
Northwestern University, Chicago, 2006 to present
NASAA: Series 65 (Investment Advisor)
NASD: Series 7 and 63 (inactive)
Member: Managed Futures Association
Member: Association of Financial Professionals, and have earned the designation of Certified Treasury Professional (CTP)
Life Experience: Bicycled Across the U.S.A. and Europe | |
