Industries Served: Specializes in enterprise technology, consumer products + services and automotive technology sectors.
Organization Types Served: Public corporations as well as the portfolio companies of leading PE and VC firms.
Managed and serviced corporate and retirement plan assets exceeding $2 billion for Charles Schwab & Co. on behalf of national and multinational clients.
Graduated from Ohio University with a BA in Finance and Marketing.
Former board member of The Different Needz Foundation, helping families with special needs children as well as involvement in the local Special Olympics Chapter.
Lives with his wife and two children in Hudson, Ohio.
Enjoys boating, cycling, baseball and tennis.