Forté Principals / Investment Committee
- Co-founder of Bryce Capital Management, LLC, merged with Forté in 2009.
- Chief Investment Officer, Chase Manhattan, Inc.
- Manager of Personal and Institutional groups, Chase Investment Services, Inc.
- Managing Director, Chase Securities, Inc.
- MBA — Finance and Accounting. William E. Simon School, University of Rochester.
- MS in Economics and BA in Psychology both from the State University of New York at Buffalo.
- Chartered Financial Analyst (CFA) designation.
- Member of the Investment Committee of the Rochester Area Community Foundation. Past Chairman of the Investment Committee, the Board of Directors and the Executive Committee. Fourteen years of service.
- Board of Directors, Investment Committee, Nazareth Schools of Rochester, NY.