NCF is the largest Christian donor advised fund in the world. As Chief Investment Officer, leads the investment team and focuses on developing innovative DAF solutions.

Piedmont was founded in 1928 as a single family office and has evolved to a multi-family office serving clients through a public trust company (PTC) and a registered investment advisory firm (PCM). As CEO, responsible for all functional areas including investment management, tax, estate planning, charitable giving, trust and fiduciary services. Achieved record levels of profitability and significantly expanded the investment platform to meet the needs of the growing client base.

Created a platform to serve families and individuals comprehensively through coaching, philanthropic planning and wealth management services.

Played an instrumental role in growing an early stage Hedge Fund by expanding the client base and launching a distressed credit fund.

Guided firm through a reorganization and product diversification strategy that resulted in the sale of the firm in 2007.

Non-profit organization founded by Bob Buford to promote the pursuit of living a life of enduring impact by moving from success to significance. Actively involved in a variety of initiatives including strategic planning and the launch of the Halftime Institute.

$5 billion+ large cap growth equity firm owned by US Trust. Promoted to President in 1999 and charged with reorganizing the firm.

Co-led Quality Growth Equity team. Managed investment portfolios and client service for approximately $2 billion of mutual funds and institutional clients.

Performed a variety of duties in investment management, investment banking, and lending divisions.