Until my June 2007 retirement, the majority of my career was in the investment business. I started at the Springfield (Illinois) Marine Bank and ended there as head of the investment department before moving to various other spots in the world. In my career, I have help manage two of the largest public fund portfolios in the country, was the Bank of America Health Care Analyst, portfolio manager for one of the top performing equity funds in the country and set up, as well as managed, a Wall Street firm's Tokyo office. In April 1996, I was co-founder of what was to become a billion dollar plus Wealth Advisory firm, Coldstream Capital Management in Bellevue, Washington. While at Coldstream, I was Chief Investment Officer and Managing Director, which led to frequent appearances on CNBC, Bloomberg TV, Bloomberg Radio, as well as being quoted in hundreds of newspapers and magazines around the world. My EIU Business degree in Marketing stretched a long way!
Despite being in the Seattle area, I have remained connected to EIU and "bleed blue" having served on the School of Business Advisory Board, the Alumni Association Board and, currently, on the Foundation Board as Treasurer and Investment Chair. In 2003, the EIU School of Business honored me as Distinguished Alumnus as did the Alumni Association in 2007. Last December, I was commencement speaker for EIU's fall graduation. When I return for board meetings, I have always tried to spend time speaking to various business classes, something I hope to do again in October. My wife of 35 years, Mary (Hartke), is a 1973 education grad who taught special education for several years. Since we met on campus, we feel a strong affection for EIU and, among other things, have a scholarship there for students from our hometowns.
While I will try to post useful blogs about the world of business, please feel free to submit questions on other subjects that I can, at least, attempt to answer.
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