Experience
- Undergraduate Degree in International Relations from Principia College 1971
- U.S. Officer in the US Coast Guard 1971 - 1975
- MBA at University of Hawaii 1975
- Broker at Dean Witter Reynolds 1975-1977
- Broker at Loeb Rhodes 1977-1979
- Partner in Jenks, Kennifer, and Richardson, Registered Investment Advisory Firm (RIA) 1979-1984
- Partner and founder Kanon Bloche Carre mutual fund consulting firm 1985-1991
- Senior Portfolio Manager at Amivest Capital Management (RIA) 1991-1998
- CIO Amivest Capital Management 1998-2001
- President and CIO Amivest Capital Management 2001-2007
- CIO at North fork Bank Trust Department 2001-2007
- Member of North Fork Bank Asset/Liability Committee (ALCO)
- Member of North Fork Bank Interest Rate Forecasting Committee
- Member of North Fork Bank Trust Committee
- Advisor at North Fork Bank Retirement Committee
- Member Prudential Insurance Client Advisory Board