"My extensive background in portfolio management allows me to design and manage customized portfolios that reflect my clients’ unique objectives, constraints and target returns with an emphasis on minimizing taxes, fees and risks."
Doug’s primary responsibilities include client relationship management, investment strategy and portfolio management.
Doug has worked in the investment management industry for more than 20 years. Prior to joining the firm, he was a senior portfolio manager at InterOcean Capital and previously served as a senior portfolio manager for Bank of America’s Private Advisory Services, where he managed $400 million in investable assets for individuals and foundations. Doug received a finance degree and MBAfrom Northern Illinois University. In addition, he has earned the Chartered Financial Analyst designation from the Association for Investment Management and Research and is a member of the Investment Analyst Society of Chicago.
Outside the office, Doug enjoys golf, travel and time with his family.