Experience

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  Franklin templeton investments

  Jan 1998 - Jan 2004

  Provided consumer sector stock recommendations. Co-managed $2 billion in all cap core and large cap core portfolios. Co-managed a $500 million all cap consumer sector equity portfolio. Counseled small cap, large cap, mid cap, growth and value managers on automotive and transportation stocks from 1998 to 1999 and retail stocks from 1999 to 2001.

  • Portfolio Manager and Equity Analyst

    Jan 2001 - Jan 2004

  • Equity Analyst

    Jan 1998 - Jan 2001
• 

  Engemann asset management

  Jan 2004 - Jan 2006

  Mid cap portfolio manager and multi-sector analyst

  Advised portfolio managers on business services, industrial, transportation, consumer, education and internet companies. Co-managed a $175 million mid cap growth mutual fund.

• 

  Century management

  Jan 2006 - Jan 2015

  Created, launched and co-managed Large Cap Value and Large Cap Absolute Value strategies. Served as generalist analyst for the all cap value portfolios. Spent considerable time researching the basic materials, energy and technology industries. Conducted US stock market, gold and commodity bear market research studies. Mentored junior analysts. Analyzed companies across the consumer, financial, healthcare and industrial sectors and presented recommendations to the all cap team. Conducted a study on the impact of healthcare reform on healthcare companies and a study of the financial sector during and after the financial crisis.

  • Large Cap Portfolio Manager & Senior Equity Analyst

    Jan 2010 - Jan 2015

  • Senior Equity Analyst

    Jan 2006 - Jan 2010
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  Candor asset advisors®

  Jan 2016 - now

  President and chief investment officer

  Founded Candor Asset Advisors, LLC, a Registered Investment Adviser. We help our clients identify, refine and achieve their financial goals by providing sound investment advice, focused planning, prudent asset allocation and effective portfolio management. For more information please visit: www.candorassetadvisors.com