I entered the investment industry in 1993 and founded Global Advisers, LLC in 2014. My work has grown across portfolio management, research, advisory services, firm leadership, and the practical work of building businesses.
The questions have always been broader
Working through different market cycles made it increasingly difficult to separate investing from the forces around it: monetary and fiscal policy, regulation, technology, institutions, political incentives, history, and human behavior. A market price is an outcome. Understanding it often requires looking beyond the market itself.
That is why my academic work has crossed government, international political economy, local history, finance, analytics, and financial planning. Those fields offer different ways to examine how a system behaves, how decisions are made, and why an intended result can differ from the outcome.
Thinking and building
Running an organization adds another perspective. Ideas must become priorities, responsibilities, systems, and decisions about where to commit resources. My companies and developing initiatives bring those questions into different settings. They also give me reasons to keep learning about technology, entrepreneurship, and the economics of new services.
Why this site exists
This is a place for essays, research, and reflections that connect those interests. Some pieces begin with investing. Others begin with a historical question, an institutional problem, a new technology, or an observation about leadership. The common purpose is to make the reasoning clear enough to examine and useful enough to revisit.
Outside professional work, my interests include travel, local history, animals, golf, and the Philadelphia Eagles. An interest in places and the people who shaped them continues to inform how I think about change.
Explore my experience, education, professional affiliations, and intellectual interests.
Advisory services, client processes, fees, and firm disclosures are available through Global Advisers.