CURRENTLY…

Outside of my day-to-day consulting efforts, my paper collaboration with an experimental economist and a neuroscientist,  ”My Brain is Rational, What About Your Behavior”, has been delayed until early 2012.  And, here is the link to the Focus Consulting Group, Inc., www.focuscgroup.com, where I am a partnering consultant.

ABOUT MSF ASSET CONSULTING

My consulting efforts are primarily in the following areas: investment policy, portfolio design, manager due diligence/research, and fiduciary delegation for defined contribution plans.

The practice was founded on the singular principal of providing value-added asset consulting coming from over 20 years in the industry in both the institutional and private wealth worlds.  My background includes extensive asset allocation research and portfolio development expertise along with a multi-faceted understanding of behavioral finance and retirement issues. My asset consulting perspective acknowledges that the wisdom of crowds can denigrate into madness at times. Assets should be managed with the serenity to accept the market’s realities; the courage to pursue its opportunities; and the ongoing pursuit of wisdom to understand the difference.

Apart from my Focus and MSFAC consulting efforts, I am part of the CFA Institute’s Approved Speakers Program, a contributing member of the PDDARI group within the Financial Management Association (FMA), the Vice Chair of the Plan Sponsor Council of America’s Investment Committee, and an adjunct professor at DePaul University in their Certified Financial Planner (CFP) Certificate Program.  I graduated from the University of Illinois with a B.S. in Finance.  In addition, I am a CFA Charter-holder, a member of the CFA Institute, and hold the Certified Retirement Counselor (CRC) designation.