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Pennsylvania Investments Expert #22373

I have 33 years of experience in the field of financial services, with specific knowledge of investment management, brokerage, trust fiduciary services, pension plans, 401(k) and 457 plans, retirement plan recordkeeping and mutual funds. I have published on such topics as investment companies and their relationship with fund service providers, client research for clients of registered investment advisors, bank brokerage and institutional investment managers. I have testified on retirement plans and investments.

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Chicago, IL
(312) 620-1175
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(214) 785-8955
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(202) 908-4500