Chief Investment Officer/SVP
RESPONSIBILITIES AT VALMARK ADVISERS
Chief Investment Officer –
Responsible for coordinating all investment management solutions for ValMark Advisers and ValMark Institutional, including, TOPS®, TOPS® Strategic Allocation Portfolios, the TOPS® Managed Risk ETF Portfolios, and ValMark ACCESS® and ValMark ACCESS Plus®.
LEAD PORTFOLIO MANAGEMENT– The Optimized Portfolio System (TOPS®) since 2003. TOPS® is one of the nation’s longest running and most successful ETF management programs.
DEVELOPER/DESIGNER– ValMark Investment Alliance, an entity designed to expand the scope and access of ValMark’s investment management division.
NATIONALLY recognized as one of the first three members of the IMN / Research Magazine “ETF Advisors Hall of Fame” in 2007.
NAMED as one of “10 Rising Stars” by ETFReport in 2012.
NAMED as one of “10 All Stars” in the ETF industry by ETFReport in 2014.
COLLABORATED with the Wall Street Journal, Kiplinger’s, Financial Advisor, and Research Magazine on ETF related topics and has been a featured speaker for organization such as the S&P, the Financial Planning Association (FPA) and ETF.com.
OVERVIEW– Nationally recognized expert in in institutional portfolios management and RIA companies; more than twelve years of senior level experience in broker/dealer and insurance agency management, areas of additional expertise include investments, annuities, personal financial planning, REITs, and life insurance.
EDUCATION, DESIGNATIONS & PROFESSIONAL AFFILIATIONS
Master of Business Administration, Finance
Bachelor of Science, Finance and Financial Services, Magna Cum Laude Member, Cleveland Society of Chartered Financial Analysts
FINRA Series 7, 66 and 24 licenses, Investment Advisor Representative.