Title: Investment Banker, Consultant
Company: Edge Point Capital Advisors
Location: Beechwood, OH United States
Affiliations/Associations/Societies:
- Association for Corporate Growth
- Brit-Am Chamber of Commerce, Great Lakes Region (trustee, 2001-2005)
- Cascade CDC (trustee, 1992-2000) (member visiting committee, 2007)
- Case Western Reserve University (chairman audit committee, 1991-2005) (trustee, 1980-2005) (trustee emeritus, 2005)
- Catawba Island Club
- City of Lyndhurst (chairman, 1991-1993) (chairman, 2000-2001) (chairman, 2006) (president, board zoning appeals, 1978)
- Cleveland Botanical Garden (trustee, 1995-2002)
- Community Improvement Corporation Summit, trustee
- Cuyahoga Valley Scenic Railroad (board of trustees, 2015)
- Dunham Tavern Museum (board of trustees, 2013)
- Fairmont Presbyterian Church (elder, 1991-1993) (trustee, 1987-1993)
- Harvard Business School (alumni board, 2012-2015)
- Harvard Club of New York City
- M&A International Inc. (vice president, 1990-1992)
- Mayfield Sand Ridge Club
- Medina and Portage Counties (1992-2000)
- Shaker Investments (advisory board, Director, 1992)
- The Ohio Society of CPAs
- The Union Club of New York
- Town Hall of Cleveland (president, 2008) (trustee, 2005)
- University Tech Incorporated (1986-1988)
- Weatherhead School of Management (Dean’s advisory council, 2005-2007) (member visiting committee, 1998-2004) (member visiting committee, 2007)
- Western Reserve Historical Society (chairman investments committee, 1999-2002) (trustee 1996-2002) (trustee emeritus, 2005)
Achievements:
- Honoree, Distinguished Worldwide Humanitarian Award (2019)
- Recipient, Albert Nelson Marquis Lifetime Achievement Award (2019)
- Featured Listee, “Who’s Who in America,” Marquis Who’s Who (1997-2009)
- Featured Listee, “Who’s Who in the World,” Marquis Who’s Who (2001-2009)
- Featured Listee, “Who’s Who in Finance and Business,” Marquis Who’s Who (2004-2005)
- Featured Listee, “Who’s Who in Finance and Industry,” Marquis Who’s Who (1985-2003)
- Featured Listee, “Who’s Who in the Midwest,” Marquis Who’s Who (1990-1991)
- Co-author, “Implementing Mergers and Acquisitions in the Finance Services Industry (1985)
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