University of California, Santa Cruz, BA - Economics (Honors), 1984-1988
The Private Shares Fund, Board Member, 2023-
Cantor Fitzgerald, Senior Managing Director, 2017-2026
Efficient Market Advisors, Chief Executive & Chief Investment Officer, 2004-2017
Cristo Rey San Diego High School, Board Member, 2020-2022
San Diego City Employees Retirement System, President - Trustee, 2009-2013
Sand Hill Global Advisors, Chief Investment Officer, 2007-2010
Linsco Private Ledger, Senior Vice President, 2002-2004
BNY Melon FKA Dreyfus, Senior Vice President, 2000-2002
Voya Investment Partners FKA Pilgrim Funds, Sr. Vice President, 1996-2000
J&W Seligman & Co., Regional Vice President, 1990-1996