President / Founder
Accord Capital Management, Ltd
January 2006 – Present, Ketchum, ID
Act as Client Relationship Advocate. Our portfolios are constructed to complement and enhance our client’s priorities and lifestyle. I meet regularly with clients to review portfolio strategy, provide education, and to stay abreast of their particular needs.
Act as Portfolio Manager in the development and implementation of investment strategies for a broad range of investment objectives, both taxable and tax-deferred.
Senior Vice-President, Investments
AG Edwards, and Sons
February 1998 – December 2005 (8 years) Ketchum, ID
Lexington Capital Partners
June 1994 – January 1998 (4 years) New York, NY
100 Men Who Care: Member
Flourish Foundation: Previous Board of Directors
Trout Unlimited: Idaho State, Previous Secretary