7272 WISCONSIN AVENUE SUITE 300 | BETHESDA MD 20814 | PHONE: 301.941.1945 | FAX: 301-941.1962

• More than 25 years in the securities and investment management business.
• Managed the Washington, D.C. branch office of Ferris, Baker Watts.
• Experience as an Investment Executive at Merrill Lynch and Paine Webber.
• Founded Wellington Capital Management in 1996, which managed portfolios for individuals and family owned businesses. (Named a top wealth management firm by Bloomberg Wealth Magazine.)
• Merged with Houstoun Capital Management to form Longstreet Advisors in 2006.
• Member, the Investment Company Institute.
• Columnist, speaker and guest on radio and TV.
• Member, Board of Governors of the Washington Home and Hospice of Washington.
• BS, Economics and Political Science, Ohio Wesleyan University.
• Lives in Chevy Chase, Maryland with his wife, Cathy, and their four sons.
  
  

• Involved in professional investment management since 1997 as founder of Houstoun Capital Management, Inc.
• Helped establish and lead a department wide initiative on environmentally sustainable industrial development at the US Department of Commerce.
• Managed legal, financial and investor relations at Scala Inc., a start-up multimedia computer software company in Northern Virginia.
• Independent consultant to start-up companies and private equity investors before founding his own firm.
• Merged with Wellington Capital Management to form Longstreet Advisors in 2005.
• Former board member of several start-up companies.
• Former officer and senior warden of St. Patrick's Episcopal Church in Washington, DC.
• Former trustee of the St. Patrick's Day School board.
• Currently serves on the finance committee of the Samaritan Ministry of Greater Washington.
  
• BA in Economics (1984) and MA in History (1989) from the University of Texas, Austin. Lives in the Westmoreland Hills neighborhood of Bethesda, Maryland with his wife, Mimi, and their four children.