Co-founding Cherry Creek Investment Advisors in 1994 grew out of a specific conviction that doing this work well meant doing it independently, far removed from the product-driven culture of Wall Street and close enough to clients to actually know them. That shaped everything about how the firm was built and how it still operates today.
Before making the move to Colorado, my career started at Mitchell Hutchins Asset Management, a subsidiary of PaineWebber, where I worked my way from Assistant Portfolio Manager to Portfolio Manager and eventually oversaw more than $6 billion across various short-term fixed income and money market mutual funds. It was a formative education in how to invest seriously and without sentiment, and I carried that discipline with me when I decided New York wasn't where I wanted to build a life.
My academic background has shaped how I think about markets in ways that still show up in client conversations today. I earned my BA in Political Science from the University of Vermont, then continued my studies at the University of Nice in France, focusing on international economics and political systems. As global markets have grown increasingly interconnected, that foundation helps me explain to clients why events on the other side of the world have a real bearing on their portfolios here at home.
The investing philosophy I've developed over the years is straightforward by design. Good companies with strong track records, patience, and the discipline to remove emotion from the equation tend to take care of themselves over time. That's been true throughout my career, and it remains the lens through which I manage client portfolios today.
Beyond the business, I've served on nonprofit and government boards focused on the local community and the state, as well as a national investment advisor's council working to raise standards across the industry. At home in Parker, life revolves around three horses I've raised since they were young. As I've put it before, watching them develop into athletes and willing partners has been one of the great joys of my life outside this work.