A seasoned financial professional with more than four decades of experience in the fixed income markets, serving exclusively institutional clients including pension funds, insurance companies, endowments, banks, credit unions, and hospital - healthcare systems.

 

Licensed under FINRA Series 7 and 63, with a proven track record in bond trading, credit analysis, and portfolio construction. Recognized for building long-term client partnerships, delivering consistent results, and navigating complex market cycles with discipline, insight, and a strong commitment to client objectives.