Portfolio Manager, Investment Management and Research
Serves as a member of the Investment Management team, which oversees Commonwealth’s Preferred Portfolio Services® Select program and the Commonwealth Model Portfolios
Assists with asset allocation, security selection, and ongoing portfolio monitoring
Responds to advisor inquiries about their own model portfolios
Holds a BA in economics from Bates College and an MBA from UNC Kenan-Flagler Business School
Has more than 20 years of experience in small- and mid-cap stock research and managing small- and mid-cap value portfolios for institutional and high-net-worth clients
