As a Partner and senior executive, I am responsible for providing investment advice across a wide range of asset classes and topics with a specific expertise in income-producing strategies. In addition, I serve as lead portfolio manager of the Blue Current dividend strategies which generate rising income streams across all market environments throughout the business cycle.
Prior to joining Edge Capital, I spent several years as a sell-side equity analyst with firms such as Suntrust Robinson Humphrey (now Truist) and Credit Suisse covering a variety of media and telecommunication companies. Following my time in the sell-side trenches, I joined an emerging hedge fund in 2007 for a brief stint as a buy-side analyst before joining Edge Capital in 2010. Prior to my investment career, I spent five years as a telecommunications engineer and project manager for two large publicly listed companies.
Originally born in New Jersey, I have resided in the southeast for most of my life and have lived in the Atlanta community for more than 20 years. In 1996, I graduated from the University of Miami with a Bachelor of Science degree in Electrical Engineering, and in 2002 I graduated from the University of Georgia with a Master of Business Administration degree. With three young children, I have little time for hobbies, but I am a member of the CFA Society Atlanta, enjoy Atlanta sports, and I am an avid classic car enthusiast.
By leveraging my capital markets background, I enjoy working through complex situations with investors and building long-term relationships. As a fee-only firm, Edge Capital offers a wide range of investment and financial planning solutions through an experienced and collaborative team.