"Reflecting on a career that spans five 'once-in-a-lifetime' 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."
40
Years of experience in Investment Management
PROFESSIONAL HIGHLIGHTS
Managed consolidated investment portfolios for 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 responsible for setting policy for the overall Fiduciary business of the company
