Experience

• 

  Stein roe and farnham, inc.

  May 1986 - May 1991

  Research assistant
• 

  Strong capital management

  May 1991 - Mar 1999

  Research analyst/porfolio manager

  Co-manager of the Strong Common Stock and Opportunity Funds from December 1993 to December 1998 as well as a number of institutional small-cap and mid-cap equity portfolios at Strong Capital Management. Total assets under management was approximately $8 billion. From 1989 until 1993, worked as an analyst supporting the Common Stock and Opportunity Fund, covering energy, consumer and cyclical industries.

• 

  Artisan partners

  Mar 1999 - Dec 2010

  Portfolio manager, managing director

  Managing director at Artisan Partners and co- manager for the firm’s Small-Cap Growth equity portfolios. Upon joining Artisan Partners, assets under management were $600 million, and grew to $55 billion before retiring. The Small-Cap Growth portfolios grew from $350 million to $2 billion under management while at Artisan Partners. According to Lipper, the Small-Cap Growth fund was ranked in the upper quartile for the 10 years I was at Artisan Partners.

• 

  Iproject llc

  Mar 2011 - now

  Managing director

  Advisor to cloud based, software development company, offering a full suite of IT services and applications.

• 

  Koha

  Feb 2017 - now

  Advisor

  KOHA is a powerful digital marketing platform that seamlessly connects small businesses and their customers, by driving traffic to local businesses, rewarding loyal customers who shop local, with the ultimate goal of supporting community fundraising initiatives.