Personal Information
Organização/Local de trabalho
Phoenix, Arizona Area United States
Cargo
Managing Director, East Harbour Capital
Setor
Finance / Banking / Insurance
Sobre
EDUCATION
**Wharton School of Business, University of Pennsylvania; MBA, Finance - 1998
**Tufts University, BA, History - 1988
Industry Specialization:
Investment Advisory Services (*) and Financial Planning (*) for:
(a) University Faculty and Senior Administrators who hold Employee Retirement Accounts within a University or College plan
(b) Executives and Business Owners who are 'accredited investors'; 401k, IRAs and/or Brokerage Accounts may help to qualify a client as an 'accredited investor';
Marcadores
financial services
behavioral finance
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