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Two Commerce Square 2001 Market Street, Suite 4000, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2002-09-05 |
Branch Locations
Two Commerce Square 2001 Market Street, Suite 4000, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cooke & Bieler, L.P. | Philadelphia | PA | 10/2009 | Present |
Benedictine Foundation, a 501(c)3 nonprofit organization, located at 14299 Benedictine Lane, Ridgely, MD 21660. The Foundation raises funds and seeks grants that support the Benedictine School and the Adult Open Community Program and the individuals served by these programs. I serve on the Board of Trustees of the Benedictine Foundation and as a Member of the Investment Committee effective 2/15/2017. I spend approximately 4 hours per month, of which 2 hours are during normal business hours, attending Committee and Board meetings. My role on the Investment Committee involves evaluating the performance of the Foundation, as well as each Investment Manager to assure adherence to the policy guidelines and investment objectives.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-05 |
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