BA, Fordham University
MBA, Fordham Graduate School of Business

Previous Experience:

Twenty years of industry experience; joined Western Asset Management Company in 2005
18 years with Citigroup Asset Management as a Portfolio Manager

BA, Stonehill College

Previous Experience:

Thirty years of industry experience; joined Western Asset Management Company in 2005
Twelve years with Citigroup Asset Management as a Portfolio Manager
Eight years with Metropolitan Life, one year at Kenney & Branisel and six years at Bank of New York

Registered Canadian Investment Manager (CIM)
Fellow of the Canadian Securities Institute (FCSI)
National Director - Treasury Management Association of Canada (TMAC)
Past President of TMAC - B.C. Chapter
Council Member: Canadian Pension Benefits Institute (CPBI) - Pacific Region
Member of TMAC - Calgary chapter, the Association of Canadian Pension Management (ACPM), and the Association for Financial Professionals (AFP)

Previous Experience:

Nineteen years of industry experience; joined Legg Mason Canada in 2003
Nine years with UBS Global Asset Management (Canada) Co. as Associate Director responsible for cash management sales and client service in Western Canada
Six years in wealth management with major financial services companies

B. Comm., University of Calgary

Previous Experience:

Twenty years of industry experience; joined Legg Mason Canada in 2004
Nine years with TD Asset Management as a Fixed Income Portfolio Manager
Six years with Sun Life