“Reflecting on a career that spans five ‘once-in-a-lifetime’ market events, I believe our results continue to prove out our investment thesis and show the unique value proposition of Legacy Bridge: to protect and grow client portfolios.”
PROFESSIONAL HIGHLIGHTS
Decades of investment strategy and policy knowledge
Career focused on investment management leadership and portfolio management
Managed consolidated investment portfolios for high-net-worth families, private foundations and endowments
Oversaw a team of investment managers at Wells Fargo Private Bank that managed approximately $3 Billion in assets
Served as a voting member of the Wells Fargo Fiduciary Investment Committee, with responsibility for setting policy for the overall Fiduciary business of the company
