Many things contribute to success, but few are as valuable and enduring as experience. There is simply no substitute. The wisdom I’ve gained over decades in the investment industry became the guiding foundation for creating Hermitage Advisors.

Throughout my career at several of the nation’s elite global investment firms, I had the privilege of learning from outstanding leaders and managers who set the standard for excellence. From them, I came to understand how quality Wall Street operates—and how to distinguish truly disciplined, value-adding investments from those that are not.

That experience shaped Hermitage Advisors’ mission: to build enduring portfolios by finding, analyzing, and monitoring the most accomplished portfolio managers to steward our clients’ wealth. Knowledge, experience, independence, and alignment of interest are why clients hire us—and we will do the same for you.

Beyond Hermitage, my greatest joys are my family, supporting charities that help disadvantaged or at-risk youth, and various sports—each reminding me of the balance and perspective that define a fulfilling life.