MBA, Harvard Business School
MS, Engineering, UCLA
BSEE, Duke University
In the early 1990s when my wife, Jeanne, and I founded HTG Investment Advisors Inc., individuals primarily depended on commissioned brokers to provide investment opportunities. These brokers did not always give sufficient regard to their client’s personal situation or to the principles of successful portfolio construction.
At the time, conditions in the industry were rapidly changing. Powerful desktop computers, new portfolio management software, a maturing mutual fund industry and new advisor platforms at custodians such as Charles Schwab and Fidelity created an environment ready for the emergence of independent advisors.
Jeanne and I were among those who saw the opportunity for a new industry that provided impartial investment advice and management. Our approach was based on scientifically-based principles, tuned to the specific needs of each individual or family.
I am pleased that HTG has an exceptional, multidisciplinary team who embraces our mission of providing high-quality financial advice, investment management, and service.
As we continue in our third decade, we feel reassured by having a plan to keep the firm independently owned for years to come.
I am an engineer by training at Duke and UCLA. I spent three years as a Lieutenant in the US Air Force where I worked in R&D project management for new airborne guidance systems. After earning an MBA at Harvard Business School, I spent fifteen years in the development and production of electronic products, primarily for the financial industry.
Prior to co-founding HTG, I was a general partner in the venture capital industry for a decade, managing investments in several emerging technologies. This varied background especially qualified me for my years as a contributor to the evolution of the registered investment advisor industry.
My outside interests include community involvement and family. I have been a member of local Rotary and Exchange Clubs, served on the board of directors of the United Way of New Canaan, Staying Put in New Canaan, and the New Canaan Community Foundation. I enjoy travel, especially with our three children and seven grandchildren, and with long-time friends from our days in graduate school.
Please contact me below if you would like to schedule a call, video conference or meeting to discuss your needs and the services that HTG offers.