H.M. Payson since 1989
Kidder Peabody & Co.
Scudder Stevens & Clark


Maine CFA Society


Hobart College, B.A. 1981

Giving back

Member of the board of trustees of Maine Audubon

Off the clock

Seeking out painted buntings and native Maine brook trout, chipping away at my golf handicap, or relaxing with historical fiction; cheering on Zac Brown at Fenway with my kids; finding new bike routes with my wife – preferably with brew pubs along the way.

What has surprised you about your career path?

That I’ve stayed with the same firm for 27 years and every day remains as fun as the one before!

What about market research/portfolio planning/customer relations, etc. most excites you?

Educating my clients on ever-changing markets and learning from them about their challenges and how we can try to solve them together.