A career in investing, advisory work, portfolio management, and firm leadership that began in 1993.
1993: entering the investment industry
I began working in investments as brokerage, research, trading, and access to markets were being reshaped by technology. That period provided an early view of how changes in infrastructure can alter both business models and customer expectations.
Brokerage and investment platforms
Early experience included A.G. Edwards and Charles Schwab. Those settings offered different perspectives on investment services, the relationship between advisers and clients, and the systems supporting investment decisions.
Investment and wealth-management work
My responsibilities broadened across portfolio decisions, investment products, client strategy, and the operational side of delivering advice. Working through changing markets reinforced the importance of context and the danger of applying a familiar answer to a different problem.
2014: founding Global Advisers
I founded Global Advisers, LLC to bring investment management, planning, research, and client service into a firm I could develop over time. Ownership added the responsibilities of organizational leadership, operations, and long-term business decisions to the investment work.
Current work
Today, my work connects portfolio management and research with firm leadership, technology, and the development of additional businesses and initiatives. Experience is most useful when it improves the questions being asked. It should not substitute for fresh evidence.
See Professional work and Companies and initiatives for more context.