I have worked for and learned from a number of the best investors in the world (Byron Wien, Henry McVey, David Koch, Sir John Templeton, among others).I personally focus directly on investment results for high net worth clients, families, businesses and endowments while my team handles tax, insurance risk management and financial/estate planning. My achievements include: Portfolio Manager of 4 & 5-Star rated Morningstar SMAs and Mutual Funds, recognized nationally for utilizing fundamental factors in global equity income strategies. Manage teams with AUM ranging from $20MM to $1B. Small family offices also utilize my knowledge to optimize their compounded investment cashflow returns.Prior and current non-profit/community activities & Boards: Vistage CEO Forum Augusta, GA; The Navigators Global Organization Investment Advisory Committee; Here's Life Inner City (NYC); Boy Scouts Finance Committee; Junior Achievement; Harlem Literacy Project; Hope for NY; Rotary Club; Metropolitan Opera; Columbia Museum of Art; Executives Club; Leadership Columbia/South Carolina; Knights of Columbus (KOC); Hibernians (AOH); and The "V" Foundation.