My education credentials include a B.A. in History and Philosophy and an M.A. in History from the University of Toronto, and the Chartered Financial Analyst’s (CFA) designation. I have worked as an Investment Advisor or Associate Investment Advisor in Ottawa since 1979, with the exception of five years spent with the federal government.

My community service has included roles as a Public School Trustee for the Carleton Board of Education, a Pension Committee member of a national religious denomination, and Director of an Ottawa Credit Union. Married with two grown children, I enjoy gardening, squash and classical music.