I co-founded Blue Oak Capital in 1999. Prior to forming Blue Oak, I started my own investment advisory business, which became the foundation for Blue Oak. Prior to that, I was a portfolio manager at a San Francisco investment advisory firm with over $400 million in private client assets. I have over 30 years of experience in the investment management industry and have also worked as a tax accountant at Arthur Andersen & Co. and on the trading floor of the Chicago Options Exchange. I received my B.A. in Economics and English from the University of Michigan and earned both a J.D. and MBA from Santa Clara University. In addition to being a member of the California State Bar, I’m also a member of the CFA Institute and the CFA Society of San Francisco.

Non work-related activity that makes me better at work: Cycling and yoga help to keep me mentally and physically sharp.

Most vital ingredient for a good prospect/client “connection:” The chemistry needs to fit first and foremost; after that, fluid communication. Mutual trust and respect is a given.

My motto: Give gratitude.

Books on my bedside table: The Road to Character by David Brooks and Fall and The Rise of American Growth by Robert Gordon