My Role:
As Partner and Director of Investments at IronBridge, I lead our investment management division with a focus on asset allocation, portfolio management, and investment analysis. My goal is straightforward: build well-constructed portfolios and deliver outcomes that improve the outcomes for our clients.
Work History:
Before joining IronBridge, I spent 10 years running my own consulting firm, Lyseon, working alongside wealth and asset management firms to sharpen their investment strategies. Prior to Lyseon, I led the Consulting Services and OCIO team at Prima Capital, a role I continued following the firm's acquisition by Envestnet PMC. Across more than 25 years in investment management, I've worked in investment analysis, due diligence, portfolio management, and advisor education. That depth of experience gives me a clear sense of what clients actually need from their investments, and it shapes every decision I make here.
Where I Come From:
I grew up outside Washington, D.C. and moved to Denver after college, where I met my wife Erin and never looked back. We love Colorado and spend as much time as we can outdoors, whether that's skiing, hiking, camping, or taking the Jeep somewhere it probably shouldn't go.
Education:
I earned a B.B.A. in Finance from James Madison University (Go Dukes!) and my CFA charter in 2001.
Community Engagement:
I'm an active leader in Scouting, proud to have guided my own kids all the way to Eagle Scout. I currently serve on Littleton's Historical Preservation Commission, advising City Council on preservation issues.