President
Bolton Partners Investment Consulting Group
Towson, Maryland
01.2025 - Current
- aka Bolton Investment, the practice serves about 65 clients and advises on $7 billion.
- The largest group of clients is public sector defined contribution plans. particularly in the K-12 market in MD and VA.
- We also serve a group of multi-employer plans including pensions and welfare funds.
- Chief Investment Officer 2018 - 2024
- Senior Analyst and Consultant 2007 - 2017
- Compliance Officer 2007 - 2017