Teach Principals of Microeconomics course to undergraduate students in the College of Liberal Arts.

Teach introductory Microeconomics and Macroeconomics classes in the Department of Political Science & Economics.

Investment manager/RIA with $325M in HNW and institutional AUM (mostly equity). Develop and enhance presentation materials including pitch books as well as Portfolio Fact Sheets. Prepared numerous responses to RFPs and serve as firm’s lead coordinator. Redesigned the content and layout of much of the firm’s website, and have updated and expanded descriptive narratives and other firm information in numerous investment databases. Conduct portfolio benchmarking analysis, and in addition provide… Show more Investment manager/RIA with $325M in HNW and institutional AUM (mostly equity). Develop and enhance presentation materials including pitch books as well as Portfolio Fact Sheets. Prepared numerous responses to RFPs and serve as firm’s lead coordinator. Redesigned the content and layout of much of the firm’s website, and have updated and expanded descriptive narratives and other firm information in numerous investment databases. Conduct portfolio benchmarking analysis, and in addition provide process review, coaching on/analysis of the institutional investment marketplace, participate in various vendor evaluations, and serve as senior advisor to the CEO and CIO. Show less

One of the instructors teaching a portion of the test preparation course for the CFA Level 1 examination to local candidates.

Taught upper level Finance courses in investment analysis and portfolio management.

Taught Algebra, Fundamental Mathematics (Pre-Algebra), and Microeconomics. Tutored students in College's Math Lab. Also taught and tutored there as an Adjunct Professor from September 2009 to May 2010.

Institutional investment management firm with $3.5 bil. of client AUM specializing in emerging and entrepreneurial managers of US and non-US equities, and fixed income. Supervised staff of 4 analysts and support person. Voting member of Investment Committee. Conducted all facets of manager due diligence: screening, on-site meetings, report writing, quantitative analysis, committee presentation, monitoring. Helped construct clients’ manager-of-manager portfolios. Met with firm's public and… Show more Institutional investment management firm with $3.5 bil. of client AUM specializing in emerging and entrepreneurial managers of US and non-US equities, and fixed income. Supervised staff of 4 analysts and support person. Voting member of Investment Committee. Conducted all facets of manager due diligence: screening, on-site meetings, report writing, quantitative analysis, committee presentation, monitoring. Helped construct clients’ manager-of-manager portfolios. Met with firm's public and corporate pension fund clients and prospects and helped close new business. Principal Editor of all of FIS’s Manager Research reports. Show less

Wealth Management unit of major broker-dealer. Conducted all facets of research on separate account equity, equity mutual fund, real estate, and hedge fund-of-funds (HFOF) managers for firm’s retail and institutional advisors. $500 bil. of client AUM. Responsible for screening, due diligence, selection and termination of managers and funds in these asset classes. Prepared and delivered presentations to Investment Committee. Assisted UBS advisors and clients with manager selection and asset… Show more Wealth Management unit of major broker-dealer. Conducted all facets of research on separate account equity, equity mutual fund, real estate, and hedge fund-of-funds (HFOF) managers for firm’s retail and institutional advisors. $500 bil. of client AUM. Responsible for screening, due diligence, selection and termination of managers and funds in these asset classes. Prepared and delivered presentations to Investment Committee. Assisted UBS advisors and clients with manager selection and asset allocation. Wrote quarterly market commentaries. Greatly expanded depth and breadth of the alternative manager due diligence process. Played leading role in integration of traditional institutional and retail manager research processes. Co-led effort to rationalize the breadth of institutional manager coverage. Designed and implemented due diligence questionnaire consolidation project. Led Socially Responsible Investing (SRI) manager research, successfully launched first two strategies. Recognition from financial advisors for superior service. Show less

Taught graduate school (MBA program) Finance course in Investments & Portfolio Management.

Former Investment Advisory Services (IAS) unit of Big 4 accounting firm with $4.5B of client AUM: 90% High Net Worth (HNW); 10% institutional. Conducted screening, due diligence, selection and termination of equity separate account managers and mutual funds, and hedge fund-of-funds (FOFs). Member, Alternative Investment Committee. Assisted E&Y relationship managers with manager selection and asset allocation. Wrote IAS quarterly market commentary. Due diligence and hiring of 8 top-quartile… Show more Former Investment Advisory Services (IAS) unit of Big 4 accounting firm with $4.5B of client AUM: 90% High Net Worth (HNW); 10% institutional. Conducted screening, due diligence, selection and termination of equity separate account managers and mutual funds, and hedge fund-of-funds (FOFs). Member, Alternative Investment Committee. Assisted E&Y relationship managers with manager selection and asset allocation. Wrote IAS quarterly market commentary. Due diligence and hiring of 8 top-quartile equity money managers; termination of 5 laggards. Helped to launch E&Y’s Alternative Investment effort and bring in IAS’s first three hedge FOFs. Played leading roles in reorganizations of research report formats and research database. Successfully trained new hires on IAS procedures and processes. Show less

Hedge fund (equity long/short) with $125M AUM. Conducted equity research focusing on the Technology, Telecommunications, Financial and Transportation sectors. Major role in writing and editing monthly newsletters to clients. Attended industry conferences and evaluated firm’s electronic research services.

Private money management firm with $19B AUM. Senior Analyst with sector coverage on four internally managed mutual funds and portfolios: Large Cap GARP (HNW); Large Cap Value (institutional); Small Cap Value and International (now Philadelphia International Advisors). Covered Financials, Transportation, and Aerospace sectors. Generated new stock ideas for funds and coverage lists. Assisted in formulating industry/sector strategy weights. Proficient with presentations, report writing and PC… Show more Private money management firm with $19B AUM. Senior Analyst with sector coverage on four internally managed mutual funds and portfolios: Large Cap GARP (HNW); Large Cap Value (institutional); Small Cap Value and International (now Philadelphia International Advisors). Covered Financials, Transportation, and Aerospace sectors. Generated new stock ideas for funds and coverage lists. Assisted in formulating industry/sector strategy weights. Proficient with presentations, report writing and PC software. Show less

Blackrock, Inc. (formerly Provident Capital Management), Philadelphia, PA 1994 - 1997Vice PresidentValue equity management unit of bank with $5B of AUM in mutual and common trust funds, and separately managed accounts. Senior Analyst with sector coverage on four internally managed products: Large-, Mid-, and Small-Cap Value, and Large Core Equity. Covered Financials, Transportation, Paper, Building, Pollution Control. #1 analyst in stock selection.PNC Bank Asset Management… Show more Blackrock, Inc. (formerly Provident Capital Management), Philadelphia, PA 1994 - 1997Vice PresidentValue equity management unit of bank with $5B of AUM in mutual and common trust funds, and separately managed accounts. Senior Analyst with sector coverage on four internally managed products: Large-, Mid-, and Small-Cap Value, and Large Core Equity. Covered Financials, Transportation, Paper, Building, Pollution Control. #1 analyst in stock selection.PNC Bank Asset Management Group, Philadelphia, PA 1992 - 1994Vice PresidentSixth largest bank money manager with over $200B AUM. Equity analyst serving 11 affiliates and over 200 outside clients with published research, visits, and telephone contact. Provided research input for 30 equity funds. Prepared and gave multimedia research presentations at semiannual conferences for clients.PNC Bank, Ohio (formerly Central Trust Company), Cincinnati, OH 1983 - 1992Assistant Vice President Major local bank with $10B AUM at the time. Personal and Institutional Small-Cap Equity Funds Portfolio Manager, 1984-1986. Portfolio Manager, equity and balanced accounts for institutional clients and IRA rollovers, 1986-1992. Equity Analyst covering Technology, Financials and Utilities, 1983-1992. Show less