Suite 200
Deerfield, IL 60015
toll free: 800-543-3623
fax: 847-498-1546
Institutional Consulting Director
- 1978 - Present: Graystone Consulting
Senior Vice President - Wealth Management
Institutional Consulting Director
Deerfield, IL - Certified Investment Management AnalystSM, CIMA®, 2004
- Associations:
NATRI - National Association For Treasurers of Religious Institutes
GFOA - Committee on Retirement and Benefits Advisor
IGFOA - Illinois Government Finance Officer's Association
IPPFA - Illinois Public Pension Fund Association - Aurora, IL
IPFA - Illinois Professional Firefighter's Association
IMCA - Investment Management Consultant Association - Chairman's Council - Smith Barney
- President's Council - Smith Barney
- 25 Year Dedicated & Loyal Service Award
Financial Advisor
- 1999 - present: Morgan Stanley Smith Barney*
Investment Management Specialist /
Financial Advisor
Deerfield, IL - 1978 - 1999: Village of Glenview
Police Department
Police Commander
Glenview, IL - BS - Law Enforcement
Administration, 1978
Minor - History
Western Illinois University
Macomb, IL - Series 7 - General Securities Representative
Series 66 - Combined Investment Advisory Agent & Uniform State Exam - Associations:
IPPFA - Illinois Public Pension Fund Association - Aurora, IL
IPFA - Illinois Professional Firefighter's Association
IGFOA - Illinois Government Finance Officer's Association

