eCIO is an organization of investment and technology professionals, who are lowering the cost of investment services by harnessing technology to more efficiently deliver high-quality investment solutions. eCIO is also the creator of the eVestech platform which powers eCIO and is now available to other financial institutions on an enterprise SaaS basis. The eVestech platform is a virtual communication hub for financial advisors and their clients. Our platform allows advisors to provide timely, high-touch, personalized service to their clients on a scalable basis. The inspiration for eCIO – The Chief Investment Officer for Nonprofits, came from a long career of providing investment management services to nonprofits that had larger asset pools (generally $20+ million). Organizations with smaller asset pools were generally not pursued as revenue was not sufficient to dedicate the necessary resources to properly serve this segment. We knew these organizations could do more for their communities with better investment programs and lower fees – that’s when eCIO was born. Disclosure: This is my personal LinkedIn page and is not sponsored or maintained by eCIO and is not to be considered advertising or solicitation of business.

Investment TheoryExecutive MBA Program - Entrepreneurship

Founder and leader of the customized multi-asset solutions group - providing holistic services to institutional investors. Our team partners with organizations to provide not only a world-class investment solution, but also services to help grow financial resources and to serve boards and oversight committees.Disclosure: This is my personal LinkedIn page and is not sponsored or maintained by Madison Investment Holdings, Inc. or its affiliates.

Lead portfolio manager for small cap value strategies, including small cap value broad, small cap value focused, and small cap value concentrated products including Allegiant multi-factor small cap value fund (AMRIX) and institutional separate accounts. Primary spokesperson for SCV strategies as well as other quantitative equity products.

Lead portfolio manager for small cap value strategy, including small cap value mutual fund (HSCVX) and institutional separate accounts with $450,000,000 in assets. Relationship management responsibility for many of firm's most significant institutional accounts.