How I got here:
My involvement in local not-for-profits prompted me to found Disciplined Capital Management with Bob Ryan and Craig Buckhout to focus on investment strategies for foundations, endowments, and not for profits. Our common heritage, shared investment philosophy, and high service standards makes combination with Rockbridge a natural way to bring our ideas to even more organizations.
Favorite part of the job:
Learning about the missions of our partner not for profits and translating their passion into a sound investment program is a satisfying way to have a positive impact in many different communities.
BA – Hobart College
MBA – New York University
Beneath the surface:
With a finance career that took me to NYC and Moscow for many years, I’m happy to be living and working again in my native CNY. I’ve rediscovered my love of the outdoors through mountain biking and snowshoeing, while the pandemic sparked a renewed interest in tackling the piano.