I joined Landing Point Financial Group in October 2022 as the Chief Investment Officer responsible for ensuring the investments offered by our firm are held to the highest fiduciary standard. I also oversee portfolio management and investment-related communications both internally and to our clients.
Prior to Landing Point Financial Group, I worked as an Investment Officer for the Oberlin College Endowment (2011-2022). My responsibilities included:
- Investment manager sourcing, research, and due diligence
- Oversight of the hedge fund and global public equity portfolios
- Providing high-level feedback and analysis on portfolio-level and asset class-level decisions.
I also spent time as an Investment Analyst for Newport Assets, Inc. which is based in Southern California. My responsibilities included sourcing and evaluating investments across all asset classes, financial modeling, and performance reporting. I've also held several investment and operations roles at Victory Capital Management in Cleveland, Ohio.
I earned my bachelor’s degree in Finance from Kent State University and my master’s degree from California State University-Fullerton. In 2017 I proudly earned the Chartered Financial Analyst (CFA) designation.
I live in Avon, Ohio with my wife Teresa and my three children (Ashlyn 13, Logan 13, and Lauryn 10). Despite the ups and downs, I am an avid Cleveland sports fan and I enjoy spending my free time traveling, skiing, and watching movies with my family.