DESIGNATIONS

• CFA Charter, 2005, CFA Institute
• CPA (Not Practicing)

PUBLICATIONS

• Business Week magazine article, March 2006: How Much Are Execs Really Paid?

ASSOCIATIONS

• CFA Society Portland
• CFA Institute
• Portland Alternative Investment Association

CURRENT

• Member, School Advisory Council at The Madeleine School
• Member, St. Mary’s Academy Investment Committee

PAST

• Treasurer, Portland Alternative Investment Association, 2013 to 2016

• Masters in Business Administration, The Fuqua School of Business at Duke University, 2002
• Bachelor’s in Business Administration, University of Notre Dame, 1997