Thompson, Siegel & Walmsley
Director of Consultant Relations
Morgan Stanley 1996 - 2008
Managing Director
Miller Anderson & Sherrerd 1983 - 1996
Director of Consultant Relations
Wayne Community College 1983 - 1996
Division Chair - Arts and Sciences
Education:
University of Richmond 2014 - 2014
Bachelors, Bachelor of Science
The Wharton School 1990 - 1992
Master of Business Administration, Masters, Marketing, Finance
University of Richmond 1978 - 1982
Bachelors, Bachelor of Science, Marketing, Finance
East Carolina University
Doctorates, Doctor of Education, Leadership, Education
Skills:
Alternative Investments Hedge Funds Investment Strategies Asset Allocation Asset Management Equities Mutual Funds Investments Fixed Income Series 7 Series 63 Investment Management Wealth Management Private Equity Equity Research Institutional Investments Securities Bloomberg Management Investment Advisory
Lisa Dixon (1972-1978), Paula Etter (1973-1978), Tracy Ivey (1972-1978), Blaire Morgan (1992-1997), Stephanie Carson (1978-1981), Lisa Dean (1974-1979)