CEO / Portfolio Manager / Analyst
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)
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)