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4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Jupiter | FL | 05/2013 | 08/2020 |
| Suntrust Advisory Services | Jupiter | FL | 11/2013 | 08/2020 |
| Sterling Capital Management Llc | Jupiter | FL | 08/2020 | Present |
Since 2003 have been a committee member of the Palm Beach County, FL - Investment Policy Committee. This is a voluntary unpaid appointment servicing local county government. I attend 3-4 quarterly meetings each year for approximately 2 hours each. The committee does not make investment decisions. We are an oversight committee to review investments of the county to make sure they are in compliance with the County's adopted Investment policy.
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