>> So I came out of an undergraduate program in economics and began working
in the investment business very early in the career path for investors.
I actually started in an operational position doing projects on the investment side.
I was promoted into the investment area.
Spent about four, four and a half years working in various areas of the investment firm,
both equity research and fixed income research,
and also some macroeconomic and economic overview type work.
Came to Temple in 1990.
College of Liberal Arts for a PhD in economics.
And I finished that program ultimately
with my dissertation being approved and graduating in 1996.
However, along the way I did work for some investment firms locally.
And also, after coursework was over, the firm that I was at previously,
Manning & Napier, asked me to come back.
So I came back in.
And coming back in, what I was focused on at that point was risk management.
More of investment strategy, helping to access where risk is in the current environment,
and helping clients both identify what their objective and goals are,
and then helping them create a strategy that would manage
and balance off the risk that they faced.
That investment strategist role was my focus, as well as helping clients
with day-to-day questions that they had about achieving their objectives up through
to about 2002 when I moved formally into the research area running our investment teams.
And that responsibility lasted until 2010 when I became president of the firm.