Previous positions held:

• Sanders Morris Harris Inc. 2009-2012
• Morgan Stanley and Predecessor firms 1982-2009
• Financial Consultant and Branch Manager positions

Education:

• Certified Investment Management Analyst (CIMA), Wharton School of Business
• Eastern New Mexico University, Bachelor of Business Administration

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Investment Management Consultants Association (IMCA^®) is the owner of the certification marks “CIMA^®,” and “Certified Investment Management Analyst^®.” Use of CIMA^® or Certified Investment Management Analyst^® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.