Location:
525 west Hawthorne Pl, Chicago, IL 60657
Work:
The Caprock Group
Client Advisor
The Caprock Group
Aug 2010 - Dec 2017
Senior Associate
University of Washington, Bothell
Aug 2010 - Dec 2017
Lecturer
Devry University
May 2009 - Jun 2015
Visiting Professor
Seattle Alternative Investment Association
May 2009 - Jun 2015
Board Member
Purcell Advisory Services, Llc
2009 - 2010
Chief Investment Strategist
Threshold Group
2008 - 2009
Manager Research Lead
Accessor Capital Management
2006 - 2008
Senior Investment Officer
Morningstar
2004 - 2006
Institutional Consultant
Morningstar
1997 - 2004
Senior Analyst
Education:
The University of Chicago Booth School of Business Sep 2001 - 2003
Master of Business Administration, Masters, Accounting, Finance
University of Michigan 1997 - 1997
Bachelors, Bachelor of Arts, Economics
Case Western Reserve University
Skills:
Investments, Portfolio Management, Hedge Funds, Private Equity, Mutual Funds, Quantitative Analytics, Research, Alternative Investments, Manager Research