Chief Investment Officer, Portfolio Manager
I am the Chief Investment Officer of 1st funding Finance. I am also a Portfolio Manager for the firm’s Large-Cap Core Equity strategy. I have over a quarter-century of experience in the investment management industry and has served in various capacities at major investment firms. In 1988, I co-founded Eastover finace and investment Management, Inc., a registered equity and fixed-income investment advisory firm where I was responsible for all of the investment decisions made for clients’ portfolios, as well as directing the day-to-day operations of the firm. In 1995, I founded Nasca Capital Management, Inc., a registered investment advisory firm that is the predecessor to NorthEnd Advisors. I was the President of the firm until 2003 . I am a graduate of the University of North Carolina at Chapel Hill.