As a Senior Vice President at Belle Haven Investments, I am part of the Institutional Development team, specializing in Tax-Exempt and Taxable Fixed Income. I joined Belle Haven in June 2023, after nearly 40 years on the municipal bond sell side, working with hundreds of institutional investors across the country.My core competencies include credit analysis, municipal bonds, securities, and investment management. I have a proven track record of delivering value-added solutions and superior service to my clients, leveraging my extensive knowledge and experience in the municipal bond market. I am also passionate about philanthropy and have served on multiple boards of nonprofit organizations. My mission is to help my clients achieve their financial goals and make a positive impact in their communities. I hold a Bachelor of Science in Finance from Drake University in Des Moines, Iowa.
Listed skills include Fixed Income, Bonds, Asset Management, Municipal Bonds, and 25 others.