After managing a $1.7B portfolio of debt and equity for Principal Global Investors,  Capital Executive LLC was established in 2009.  With private, long-term resources, Capital Executive LLC invests in common equity and / or corporate debt using an expertise developed in the Capital Markets as an analyst, managing investment portfolios that basically reflected the capital structure of an organization.

• Common Equity   -   (Domestic, International)    

• Corporate Debt    -   (Investment Grade & High-Yield)

 

Education

• Michigan State University, Master of Business Administration (MBA), Finance   (GPA: 3.80)

• Northern Michigan University, Bachelor in Science, Accounting   (GPA: 3.95)

• Northern Michigan University, Associate in Science, Social Science   (GPA: 3.94)