I am an experienced investment professional pursuing a lifelong passion of marrying technology and investments. I come to the profession armed with a PhD in Finance from the University of North Carolina at Chapel Hill and three years on the faculty of The Wharton School. Since moving to Cape Ann in 1978 I’ve held various leadership roles in the financial services industry including: director of quantitative research at Putnam Management Company, head of international investments at State Street Global Advisors, co-founder of Boston International Advisors and in 1999 founder of Cape Ann Capital. Cape Ann Capital today has over 500 clients and $130 million in assets under management.
