Wheaton College, B.A.
Chartered Financial Analyst (CFA) Charterholder
Portfolio Manager since 2013
Financial Industry experience since 1998
Equity and fixed income research
Brattleboro Office
86 Linden Street
Brattleboro, VT, 05301
802.254.9400
Toll Free: 877.753.4401
Map and directions
Burlington Office
286 College Street
Burlington, VT 05401
802.846.9860
Toll Free: 866.616.0070
Map and directions
Manchester Office
5245 Main Street
P.O. Box 1015
Manchester Center, VT 05255
802.367.1200
Map and directions
Rutland Office
23 Court Street
Rutland, VT 05701
802.776.9400
Map and directions
