Our People
Client relationship manager for Midwest Advisors’ Trust Investment Solutions
Joined FCI Advisors in 2013 as head of portfolio implementation after four years in J.P. Morgan’s Alternative Investment Services group where he managed the operations of institutional clients and pension funds. In 2025 he was part of the sizable team which transitioned to Midwest Advisors, the investment division of Midwest Trust.
Previous experience includes operations in the hedge fund and private equity space
BS in Finance, University of Connecticut
President
Executive Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group
Portfolio Manager, Head of Municipal Bond Research
Senior Vice President, Portfolio Manager
Managing Director, Trust Investment Solutions
Portfolio Manager
Senior Vice President, Co-Chief Investment Officer, Select Growth
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Portfolio Manager, Wealth Strategist
Senior Vice President, Head of Portfolio Implementation
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Vice President, Portfolio Manager
Senior Vice President, Relationship Manager
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Select Growth
Senior Vice President, Portfolio Manager, Head of Investment Manager Research
Senior Investment Analyst
Senior Vice President, Managing Director Portfolio Manager, Head of Asset Allocation
Vice President, Portfolio Manager
Vice President, Portfolio Manager, Wealth Strategist
Business Development Director
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Head of Portfolio Advisory Group
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Senior Wealth Strategist
Vice President, Portfolio Manager
Senior Vice President, Head of Business Intelligence
Vice President, Portfolio Manager
Senior Vice President, Chief Investment Officer, Core Equity
Senior Vice President, Portfolio Manager, Head of Wealth Planning & Strategy
