Founder, President, and Chief Investment Officer of EJM Wealth Management, LLC (formerly EJM Investments, LLC). EJM Wealth Management, LLC is a SEC Registered Investment Adviser providing investment management services to high net worth individuals, pension and profit sharing plans, and charitable organizations.

• Member of the portfolio management team responsible for the development and implementation of institutional fixed income investment strategies.• Regularly met with institutional investors, investment boards, and consultants to review portfolio strategies, holdings, investment rationale, market conditions, and market outlook. • During this time Fidelity’s Fixed Income Group managed over $600 billion of bond and money market investments.

• One of four Managing Directors of Research responsible for the oversight of all investment analysis and portfolio recommendations for more than forty research analysts and associates. • Played a leading role in expanding the Fixed Income Group’s research coverage in London, Hong Kong, and Tokyo.• Regularly met with Boards of Trustees for Fidelity’s mutual funds and large separate accounts to review portfolio holdings, risk management, key market events, trends, and research initiatives.• Led Fidelity’s response to SEC request for comment related to credit rating agency reform and the use of credit ratings under the Federal Securities laws. Represented Fidelity in meetings with the SEC and congressional staff to provide direct insight into Fidelity’s recommendations.• Member of Moody’s and Standard & Poor’s investor council working groups.

• Responsible for the research and investment recommendations for U.S. banks, broker-dealers, investment managers, and financial guarantors across all portfolios.

• Responsible for the research and credit ratings of finance companies, including diversified consumer, commercial, sub-prime home equity, auto, credit card, and student loan organizations.• Credit analysis and rating experience ranged from high investment grade to deep speculative grade issuers of both debt and hybrid securities.• Contributed to the rating process of banks, brokers, insurance companies, and diversified industrial companies.• Member of the top-rated rating agency finance sector research team recognized by Institutional Investor magazine.