Glenview Trust is dedicated to offering the highest level of investment management, trust administration, and estate and financial planning services with a singular focus on client satisfaction.

Sharing my views on investing, Berkshire Hathaway, portfolio management, and financial markets as Chief Investment Officer of The Glenview Trust Company.

Lead an investment strategy and research firm serving both individual and institutional investors.HIGHLIGHTED ACHIEVEMENTS & PROJECTS:-Design Investment Portfolios for Clients with various risk tolerances.-Provide Insightful and Accessible Investment Information through Publications, Interviews, Speaking Engagements and Media Appearances.HIGHLIGHTED RESPONSIBILITIES:-Design Multi-Asset Class Portfolios, using expertise in active, passive and factor investing to help both individual and institutional clients reach their objectives.-Create Cost- and Risk-Appropriate Investment Strategies for clients.www.StoneInvestmentPartners.com

AVALON ADVISORS, LLC:Served as a member of an executive management team managing a $9 billion assets under management (AUM) independent registered investment adviser (RIA) firm on a day-to-day basis.HIGHLIGHTED ACHIEVEMENTS & PROJECTS:-Improved Avalon’s Advisory Capabilities to drive additional growth with AUM increasing 21%.-Established a State-of-the-Art Open Architecture Investment Platform utilizing SMA model delivery, Exchange Traded Funds (ETFs) and mutual funds to complement the internally managed investment strategies.-Leveraged the Existing Infrastructure to Implement External Separately Managed Account (SMA) Model Delivery at a 75% lower-than-average cost with systematic tax-loss harvesting to improve after-tax returns.-Launched and Managed the Avalon Strategy Team to provide advanced analytical support, investment analysis and communication to advisors and clients.-Started a New Alternative Investment Platform, Avalon Investment Partners, with significant improvements in accessing illiquid alternative investments for both clients and the firm.HIGHLIGHTED RESPONSIBILITIES:-Lead as the Investment Manager for the Top-Performing Investment Strategy During the Coronavirus Crisis: the Avalon Liquid Alternatives strategy.-Developed and Chaired the Manager Selection Process with improved investment performance and client retention due to the additional strategies added to the platform.-Created Robust Risk Management and Performance Monitoring for both internal and external investment managers, increasing efficiency and ability to better set client expectations.-Implemented and Managed the delivery of estate and financial planning services.-Improved Communication Processes Internally with improved client engagement and Increased Exposure Externally via the first national and international media appearances for the firm.

Avalon Investment & Advisory is a Texas-based independent registered investment adviser offering investment management and financial advice for individuals, families and institutions. The headquarters are in Houston with an office in San Antonio.Founded in 2001, Avalon offered a full suite of internally managed strategies, including domestic and international equities and fixed income, as well as access to select alternative strategies.

PNC ASSET MANAGEMENT GROUP:Developed the company’s quantitative and qualitative investment process and committee to manage equity, fixed income, alternatives and multi-asset class model portfolios using individual securities, mutual funds, SMAs and ETFs.HIGHLIGHTED ACHIEVEMENTS & PROJECTS:-Led the Investment Policy Committee in Determining the Investment Strategy and Allocations for Over $140 Billion in discretionary assets from high net worth, family office and institutional clients.-Served as the Company’s Media Spokesperson with quotes in The Wall Street Journal, Barron’s and Forbes, along with frequent TV appearances on CNBC, CNBC Asia, Bloomberg, Bloomberg Asia, BNN Bloomberg and Fox Business.HIGHLIGHTED RESPONSIBILITIES:-Led the Strategy Team in Analyzing and Monitoring various factors impacting the global financial markets.-Designed an Innovative New Investor Sentiment Index: the PNC-CivicScience Investor Sentiment Index.-Formulated and Developed the Company’s Proprietary Smart Beta and Liquid Alternative Strategies.-Created a New Methodology for Index Replication, Tax Optimization and Environmental, Social and Governance (ESG) Portfolio Construction.-Drove Investment Communication Efforts Publicly, authoring countless articles and delivering speaking engagements throughout the U.S. and two foreign countries.http://www.pnc.com/investmentcornerhttp://www.pnc.com/institutionalinsights

PNC ASSET MANAGEMENT GROUP:Served as Regional Chief Investment Officer and Investment Director for the Pittsburgh market with over $10 billion in discretionary assets under management.HIGHLIGHTED ACHIEVEMENTS & PROJECTS:-Managed Over $300 Million in equity/fixed income discretionary assets for individual and institutional accounts.-Oversaw $100 Million in a Proprietary Active Tax-Exempt Bond Market Strategy called the Tactical Municipal Bond (TMB) strategy.HIGHLIGHTED RESPONSIBILITIES:-Served as the Regional Director for the organization’s Boston market and clientele.-Managed Staff Members, including salespeople, trust advisors and portfolio managers.

-Managed over $750 million in equity and fixed income discretionary assets, including personal and institutional accounts and two fixed income common trust funds -Managed investment product mix, including the use of outside strategic alliances to enhance internal strengths -Supervised assistant portfolio managers and trade operations group-Developed a proprietary valuation methodology to manage a sector neutral investment process for equity portfolios

-Served middle market institutional accounts, which included primarily banks, bank trust departments, credit unions, independent money managers and insurance companies-Combined street research with my own fundamental and technical analysis in bothequity and fixed income to make appropriate and timely recommendations to clients

-Experience with almost every product on the domestic equity trading desk whichincluded block, OTC, options, risk arbitrage, OTC options and derivative products trading-Supported the creation of Salomon’s wholly-owned AAA rated legal entity, Swapco,by pricing complex derivatives such as equity-linked interest rate swaps and OTC options -Created a system to track the age and size of Salomon’s proprietary positions so as tokeep stricter control over market exposure and capital limits