H.M. Payson since 2003
Loring Wolcott & Coolidge
Standish, Ayer & Wood
Maine CFA Society, past president
Boston Security Analysts Society
Penn State University, B.S. 1990
Babson College, M.B.A. 2001
Board member of the Pine Tree Society, the Mitchell Institute and of the Cumberland Club
Past board chair, United Way of York County
Taking my kids to visit historical sites such as Mount Vernon and Plymouth Colony; playing golf on at least five Maine golf courses each year that I’ve never played with the eventual goal of playing every golf course in Maine
Conducting research to uncover how businesses create value for shareholders and society. I’m excited by uncovering what drives value creation in the various businesses we own for our clients.
My ideal day at work is uncovering a new investment idea that is misunderstood by the market with an investment thesis that I can clearly communicate to any client in less than 30 seconds.