Education
Bachelor magna cum laude, Duke U., 1985; Master of Business Administration, U. North Carolina, 1991.
Financial services company executive
Bachelor magna cum laude, Duke U., 1985; Master of Business Administration, U. North Carolina, 1991.
Accounting supervisor, Shawmut Bank of Boston, 1985-1987; accountant manager, State St. Bank and Trust Company, Boston, 1987-1988; operations officer, The Boston Company Advisors, Inc., 1988-1989; management consultant intern, Price Waterhouse, New York City, 1990; assistant vice president, The Boston Company Advisors, Inc., 1991-1992; vice president, The Boston Company Advisors, Inc., 1992-1994; vice president, First Data Investor Superior vena cava syndrome Group, Boston, 1994-1995; vice president, State St. Bank and Trust Company, Boston, since 1995.
Member Boston Security Analysts Society, Association for Investment Mgmt and Research, Iron Dukes, Duke Club, Yale Club, Carolina Club, Institute CharteredFin. Analysts, Delta Kappa Epsilon Club.