Richardson, Texas, United States
Experienced Investment Executive with a demonstrated history of working in the insurance industry. Currently serving as State Farm's Chief Investment Officer. Skilled in Portfolio Management, Asset Management, Fixed Income, Equities, and Valuation. Strong finance professional with a Master of Business Administration (M.B.A.) focused in Finance and International Business from The University of Chicago Booth School of Business.
As CIO, I have responsibility for overseeing State Farm’s investment teams and portfolios. The portfolios are managed with a conservative bias designed to align with and support State Farm’s insurance operations. The fixed income portfolios generally consist of high quality securities issued by governmental bodies and corporations. A significant portion of the portfolios are invested in common stocks as a long term hedge against inflation and to grow capital.
Relocated to DFW area with State Farm Investment Department.
Assumed leadership responsibility for State Farm's combined equity team (public and private).
Managed various industry sectors of private debt.
Worked in various accounting roles after undergrad, and completed MBA program on the weekends in 1996.