As a Partner and Portfolio Manager at ARS Investment Partners. In my role, I am a member of the Investment Committee, the driving force behind stock selection and portfolio construction across three of the firm's primary investment strategies: All Cap, Core, and Focused Small Cap. With over 40 years of experience in the financial services industry, I have developed a deep understanding of market dynamics and investment strategies. Prior to joining ARS Investment Partners, I worked at Caxton Associates, where I served as a Partner and Managing Director. My educational journey began at the University of Puget Sound, where I completed my undergraduate studies. I then went on to earn an MBA from the Wharton School of Finance and Commerce, which provided me with a solid foundation in financial principles and business management.
As a professional, I am motivated by the desire to do the best job I can for our clients at all times. What excites me about the business is the daily puzzle it presents and the need to constantly open my mind to adapt to ever-changing realities. I enjoy the challenge of understanding the intersection of ideas and people. Outsiders often think that investing is all about numbers, but in reality, it is just as often about people – whether they are boards and management teams, sell-side analysts, or other investors. I believe that the greatest value I can provide for my clients is my commitment to always do everything I can to put their long-term investment interests first. This dedication drives me to continually seek out the best opportunities and make informed decisions that align with their goals.
Originally from the Seattle, Washington area, I have called Stamford, Connecticut home for the past 30 years. My family includes my bride of 32 years, our 24-year-old daughter, and our seven pups. Outside of work, I am actively involved with an organization called CTIPA, which aims to revive debate in society and teach people not to be afraid of venturing into the unknown. The organization comprises former senior members of the Special Operations community, and its lessons are valuable to business leaders, politicians, and everyday citizens alike. Dialogue and respect are essential to retaining our democracy, and CTIPA is working to make that hope a reality.
In my free time, I enjoy golfing, painting, reading, cooking, and driving. Much of what I do professionally shows up only in numbers on a page, so I find great satisfaction in engaging in activities that are more tangible.