Introduce Yourself
I chair the Investment Committee for and sit on the Board of the Burroughs Wellcome Fund, a non-profit medical research organization located in RTP. I am also the International Portfolio Manager and Wealth Manager for Islamorada Investment Management. I am also a member of the NC CFA Society. I was formerly co- chief CIO for the Value Team of Hansberger Global Investors.
I was a member of the Upper Keys BPW for 8 years, and served on the Community Foundation Board of the Florida Keys for over 3 years.
I have published two books: Advice from A Broad Abroad, and Adopted Paws.
I have visited the RTP for 20 years, bought a house in Cary almost three years ago, and moved permanently to Raleigh in 2020.
