|
Cliff
is
the
Managing
Director
of
Portfolio
Strategies.
He
holds
a
BA
in
Chemistry
from
Carson-Newman
College
('80)
and
an
MBA
in
Finance
and
Economics
from
Indiana
University
('82).
He
spent
a
large
part
of
his
career
as
a
fixed
income
trader
at
dealer
banks
and
regional
investment
firms,
including
First
American
Bank
(Nashville),
Nike
Securities
(Chicago),
and
BB&T
(Winston-Salem).
He
then
moved
to
the
'buy
side'
as
portfolio
manager
at
Wachovia
Bank,
where
he
managed
the
bank's
$12B
investment
portfolio.
Cliff
brings
wide-ranging
experience
in
portfolio
strategy
and
fixed
income
analytics
to
the
Firm.
Cliff
lives
in
Clemmons,
NC,
with
his
wife
Jennifer
and
their
three
children.
He
is
an
avid
cyclist.
NASD
Securities
Licenses:
Series
7,
24,
28,
63 |
Company
Information
