Education
Attended, Colby College. Master of Business Administration in Business, Dartmouth College, 1991.
Career
Associate, Corporation Finance Digital Equipment Corporation, 1987—1989. Manager Bain & Company, 1992—1996. Principal Scudder, Stevens & Clark, 1996—2001.
Senior vice president Zurich Scudder Investments, 1996—2001. Director, Strategy and Business Development Columbia Management, 2002—2004. Executive vice president, Strategic Planning LPL Finance (subsidiary of LPL Investment Holdings Inc.), executive vice president, since 2004.