Experience
Experience
A career in investing, portfolio management, advisory work, and firm leadership that began in 1993.
Career
Experience across changing market structures
1993 | Entering the investment industry
I began working in investments at a time when brokerage, research, trading, portfolio construction, and client access were all being reshaped by technology and changing market structure.
1990s and early 2000s | Brokerage and platform experience
Early career experience included A.G. Edwards and Charles Schwab, exposing me to both traditional brokerage and a technology-driven custody and investment platform.
2000s | Investment and wealth-management work
My work broadened across portfolio decisions, investment products, client strategy, and the operational side of delivering investment advice through multiple market cycles.
2014 | Founding Global Advisers
I founded Global Advisers, LLC as an independent registered investment advisory firm, bringing portfolio management, planning, research, and client service into one operating structure.
Today | Portfolio management, research, and firm development
Current responsibilities combine investment decision-making with research, technology development, organizational leadership, and the continuing expansion of the firm’s capabilities.
What experience is for
Pattern recognition without complacency
Experience is useful when it helps distinguish a familiar pattern from a genuinely new situation. It becomes dangerous when tenure is treated as proof. Every cycle has precedents, but every cycle also has differences that matter.
