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201 King Of Prussia Road Suite 620, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-27 |
Branch Locations
201 King Of Prussia Road Suite 620, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Drexel University | Philadelphia | PA | 09/2012 | 06/2017 |
| Mondrian Investment Partners | Radnor | PA | 06/2017 | Present |
| Foreside Fund Services, Llc | Radnor | PA | 08/2020 | Present |
Mondrian Investment Partners; Radnor, PA; Investment Related; Began 06/27/2017; Asset Management; Senior Associate, US Client Services; support the Business Development team, researching, creating reports, and compiling information for the client facing Business Development Officers to be fully prepared for meetings with potential new clients as well as creating new strategies to get meetings with potential new clients.; 180 hours per month. 2) Awbury GP, LLC; Investment related; Malvern, PA; Began 01/01/2020; Investment Administration; Manager; administration of the business as the sole General Partner to the Awbury Partners, LP. 10 hours per month with zero hours during securities trading hours. 3) Awbury Partners, LP; Investment Related; Malvern, PA; Began 01/01/2012; Family pooled investment partnership; Limited Partner; As a limited partner I have the power to vote on all major policy decisions regarding the partnership; zero hours per monnth.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-07 |
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