Background
Experience
I have 25+ years’ experience investing for institutions and individuals.
Investment Management Experience
- Investment Advisor at Baltimore-Washington Financial
Advisors in Columbia, MD
I managed client portfolios and presented investment seminars.
- Managing Director at ASB Capital Management in Washington,
DC
I was in charge of a 6-person $2.0 billion institutional investment department, with responsibility for interest rate forecasts and macro-economic analysis as well as client investment performance presentations. I presented at institutional investment conferences and managed in excess of $1.0 billion in mortgage-backed securities.
- Investment Advisor at ULLICO & United Mine Workers
of America Health & Retirement Funds in Washington, DC
I managed fixed income portfolios for institutional clients and made investment presentations to institutional clients.
Teaching Experience
- Senior Adjunct Instructor at Howard Community College,
Columbia, MD teaching Micro & Macro Economics & online Money & Banking
I was named Outstanding Adjunct Faculty, Social Sciences Division, 2004-2005
Educational Background
- M. A. in Economics from University of Maryland in
College Park, MD with emphasis on Econometrics and Money & Banking
I achieved ABD status, meaning I completed all requirements for a PhD except the dissertation.
- B. S. in Economics from University of Maryland in College Park, MD
Other Pursuits
Published Articles
I am a frequent contributor to the Business Monthly newspaper, which is a business-to-business newspaper covering Howard County, BWI Business District and Northern Anne Arundel County.
Learning to Defer Gratification – Jan. 2009
Personal Perspective: Economic Musings – Nov. 2008
Financial Literacy Resources for the Summer – July 2008
Personal Perspective: What's Next for the Fed? – Jun 2008
Searching for Mr. Yield – June 2008
Decumulation: It's Not as Easy as It Looks – Jan. 2008
Economic Perspective: Maryland Budget Deficit Means Making Hard Choices – Nov. 2007
Financial Literacy Resources for the Summer – July 2007
Personal Perspective Assuring Financial Literacy for High School Seniors – May 2007
Personal Perspective Origins of the Housing Market Debacle – May 2007
The Early Days of Mortgage Backed Securities – Dec. 2006
Interpreting Employment Data – Aug. 2006
Bernanke's Challenge – May 2006
Focus: Education & Summer Camps: Opinion: Economic Perspective! – April 2006
TV Appearances
Down to Business
As a guest speaker since November 2006 for Michael Mobley’s Down to Business program on Howard County Public Television, I am called their “in-house economist.”Columbia Matters
I was a guest speaker in March 2009 for Columbia Matters, a monthly television show produced by the Columbia Association.
Speaker
- Co-Presenter, “Bringing Community College Faculty
into the 21st Century Using Game-Oriented Technology in the Classroom,”
League for Innovation’s annual Conference on Information Technology (CIT)
in Dallas, TX, October 25, 2005. Published by Chronicle of Higher
Education October 25th, 2005 in Wired Campus
One of the most well-attended sessions at the League for Innovation in the Community College’s technology conference today featured a discussion of how professors are using online quizzes, interactive games, and simulations to teach students about everything from economics to history to philosophy. The presenters, Robert Wasilewski and John Bouman, of Howard Community College, in Maryland, showed a Web site that the college created -- accessible via Howard’s WebCT software -- that aggregates the games, as well as listing Internet sites that are useful to professors. In one game, called Petals Around the Rose, students are asked to guess the total score when five dice are rolled. The students’ mission is to figure out how the computer calculates the score, and their goal is to become a “potentate of the rose.”
- Presenter, “Interest Rates,” James Rouse Entrepreneurial Fund (JREF) meeting in Columbia, MD, February 14, 2006. Invited by Michael Mobley, Executive Director of JREF.
Community
I umpire youth baseball for Western Howard Youth Basketball League and have coached youth soccer and basketball in Howard County for many years. I also am an amateur runner, having participated in my first 5K in September 2009 at Resist Inertia’s 5K Walk/Run Centennial Dash in Columbia, MD. My next try was in November 2009 at the Howard County Striders Weekly Series Race.
