Doug has held various roles across Corporate & Investment Banking, Capital Markets, Private Equity & Portfolio Management.  His specializations include Income-focused investment strategies and M&A/Leveraged Finance transactions acting in both external advisory/internal officer positions.  He currently serves as Managing Director for a boutique investment advisory firm.

Doug graduated from UB with a Business - Finance degree, holds the Chartered Financial Analyst (CFA®) designation and has served as Board Vice President for The CFA Society of Buffalo.  He currently splits his time between Buffalo & Nashville, TN enjoying books, rugby and being out on the open road traveling.

• BS Business-Finance
• CFA