Chairman Emeritus, Portfolio Manager
Joined: 2009
Focus: Asset Allocation
FILLER
Professional Background
- Hanover Strategic Management
- Standish Mellon Asset Management
- Standish, Ayer & Wood, Inc.
Certifications and Associations
- Chartered Financial Analyst®
- Member of the CFA Institute
- Awarded the Investment Foundations™ Certificate by the CFA Institute
- Served on the Board of Governors of the CFA Institute - Executive and Planning Committees
- Leadership circle and former trustee Emeritus of the CFA Institute Research Foundation
- Co-founder of the Bond Analysts Society of Boston
- Investment Committee of Trustees of Donations of the Episcopal Church
- Certified Financial Planner
Education
- MBA, Babson College
- BA, University of Vermont