Family Office / Private investment Partnership focused on thematic equities and PE agriculture real estate for friends, family, and associated investment needs.

Emerging Hedge Fund focused on specialty network technology Real Estate

Institutional Investment Advisor / Outsourced Chief Investment Officer for PNC's Foundation, Endowment, Retirement Plan and other Institutional clients. Responsible for managing existing institutional relationships and growing market presence in Western Florida.

Lead Portfolio Manager for the ~$1B Sabal Trust Dividend Growth strategy. Oversee and manage a team of internal research analysts. Implement and maintain a well defined investment process to achieve attractive risk adjusted returns and growing cash flow over time.

Sr. Vice President - Lead Portfolio Manager Manage the Thematic Equity / Large Cap Growth strategy, including 2 Mutual Funds and 500+Separately Managed Accounts. Facilitate research relationships with internal and external providers. Developed & implemented Thematic Growth framework & market segmentation process including stock selection criteria, weighting guidelines, and buy /sell discipline and execution. •Change Agent: Restructured portfolio construction process, emphasising investment themes to achieve higher active share with minimal increase in active risk. •Performance: Portfolio restructuring resulted in top 5% peer ranking in the Large Cap Growth space first 12 months as Lead Portfolio Manager.•Results: Expanded assets under management (AUM) from $300M to $1.1B over 7-year period. Expanded strategy beyond proprietary wealth management platform to 4 external platforms.•Innovation: Streamlined process for initiating new research ideas that reduced cycle time by 87%. Implemented behavioral based monitoring system to identify biases and optimize investment process to capitalize on analysts and PMs inherent strengths and warn of sub optimal behavioral tendencies.•Leadership: Managed Thematic Equity / Large Cap Growth team. Long standing member of Northern Trust Global Stock Selection & Equity Sector Strategy Committees.

♦ Constructed and managed $500 million + in discretionary investment portfolios for high net worth & institutional clients. ♦ Active Equity and Fixed Income management within Large & Mid Cap universe using in-house and outside equity research. ♦ Achieved Top decile investment performance for trailing 1, 3 and 5 year periods.♦ Ranked 1st of 146 portfolio managers within firm for 3 year equity performance ♦ Ranked 2nd of 117 portfolio managers within firm for 5 year equity performance♦ Lead sales presentations for Institutional and High Net Worth prospect meetings.♦ Consulted with Institutional Investors and High Net Worth investors to compose appropriate investment policy statements and execute appropriate asset allocation, manager selection, and risk budgeting strategies.♦ Advised High Net Worth Investors on Trust and Estate Planning, managing and allocating appropriate investment strategies using a wide variety of Trust and Estate vehicles including: Survivors Trusts, Split Interest Trusts, Total Return Trusts, Generation Skipping Trusts, and Tax Advantaged Retirement and Charitable Trust vehicles. ♦ Managed around concentrated holdings to devise optimal diversification vs. tax strategies using a variety of hedging and diversification over time.

♦ Awarded “Top Gun” honors for excellence in portfolio management and sales skills.♦ Provided portfolio and financial planning advice to individual investors. ♦ Presented sales and educational seminars targeting individual and small business markets.

♦ Blue Ribbon Award for best Underwriting Trainee in Nationwide recruiting class♦ Performed financial & portfolio risk analysis for Financial Institutions, Defined Benefit and Defined Contribution Pension plans. ♦ Clientele included Qualified Plans, Commercial Banks, Thrifts, Securities Broker/Dealers, and Insurance Companies. ♦ Expertise in Pension Fiduciary Responsibility, ERISA Law, and Excess SIPC programs. ♦ Recognized for developing pricing theory for Excess SIPC product – an abstract coverage with zero claims history on which to base pricing decisions or reserve guidelines.♦ Detailed financial statement and business underwriting experience for financial guarantee contracts and performance based surety bond obligations.