Chief Executive Officer
Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance and tools, to meet their needs across all life stages. Our financial representatives, who are among the best trained in the business, offer personalized service combined with a solid, long-term approach and fresh thinking, to help you:
I am an experienced leader in the asset management/financial services industry, with senior executive roles at several firms over a 25 year career. Currently, I am the CEO of Touchstone Investments, with about $20 billion of assets under management. Touchstone is a subsidiary of Fortune 500 company Western&Southern Financial Group (“WS”), based in Cincinnati Ohio. Formerly, I was the President of North American Asset Management at Foresters Financial, where I led a $12 billion mutual fund business, as well as a wealth management business with about 400 representatives serving of clients across the United States. I was the Head of Americas for UBS Asset Management (2015-17), with over $600 billion of assets under management globally. I led all distribution for Mackenzie Investments, an asset management company serving both retail and institutional clients, based in Toronto Canada (2011-2014). Before that, I led Allianz Global Investors, responsible for U.S. retail distribution of Allianz Global Investors and PIMCO products. I got my start in the asset management industry with Nicholas Applegate Capital Management, in 1993, as its first general counsel. I also have extensive experience working with and serving on mutual fund and other boards. My career after college began in an unusual way, with six years in the NFL as an offensive lineman, including playing in Super Bowl XVI. After retiring from the NFL, I earned my law degree from Harvard Law School. I published my football memoirs in my auto-biography “Through a Pigskin Prism,” in 2014. Securities offered through Touchstone Securities, Inc., member FINRA/SIPC, a member of Western & Southern Financial Group, Inc. (“WSFG”). The views posted on this site are my own and do not represent the positions, strategies or opinions of WSFG or its member companies. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Touchstone Securities, Inc. and have not been reviewed or verified by Touchstone Securities, Inc. as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites, or of the products, services or information offered by any third parties.
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