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Expert Qualifications

This expert is an investment professional with over 25 years of experience in the securities industry, including investment management responsibility, broker-dealer management, due diligence oversight for sophisticated products, financial analysis, and high net worth sales expertise. A graduate of Dartmouth College and the Kellogg Graduate School of Management at Northwestern University, he has worked in the financial services and investment advisory business for over twenty years. Beginning his professional career in 1984 as an Analyst with First Chicago, he was also associated with Wellington Management in Boston, where he served as a Vice President and worked in pension fund asset management. He has also worked as a private banker at Fleet Private Clients Group, where he assisted high net worth clients establish customized investment portfolios. In addition, this expert worked for over ten years as an executive at Chubb Securities and Chubb Life Insurance Company, where he managed institutional accounts and oversaw the direct investment in venture capital, real estate, and bonds and equities. Currently, this expert is the owner of a registered investment advisory firm, specializing in customized portfolio management for individuals and companies.

Bio Snapshot

  • Location: NH
  • B.A., Dartmouth College
  • M.B.A., Northwestern University Kellogg Graduate School of Management
  • Registered, Investment Advisor
  • Former, Principal Vice President, Chubb Securities
  • Former, Corporate Vice President, Chubb Life
  • Former, Vice President, Fleet Boston
  • Former, Vice President of Institutional Account Relationship Manager, Wellington Management
  • Former, Director of Securities Regulation, Deputy Secretary of State of New Hampshire
  • Current, Principal and Uniform Investment Advisor, Registered Investment Advisory Firm

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