Bachelor in Economics magna cum laude, Drew University, 1980. Master of Business Administration in Finance, New York University, 1985.
Portfolio manager Horizon Trust Company, Morristown, New Jersey, 1980-1984, Marine Midland Bank (National Association), New York City, 1985-1986, regional investment director, 1986—1988. Head United States equities group Household Bank Asset Management, 1988—1993, chief investment officer, 1993—1996. Senior trust investment officer Private Bank, head United States investment strategy group Bankers Trust, 1996—1999.
Chief investment officer Deutsche Bank Private Banking, 1999—2002, Deutsche Asset Management Americas & Scudder Investments, 2002—2005. Head investments, chief investment officer United States Trust, Bank of America Private Wealth Management, 2005—2007. Chief investment officer BNY Mellon Wealth Management Bank of New York Mellon Corporation, since 2007.
Member National Alumni in Admissions Committee Drew University, Madison, New Jersey, since 1984. Board trustees, Drew University, since 1997.