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I was born in Washington, DC, and I grew up in Arlington, Virginia. I graduated from Cornell University Phi Beta Kappa with a Bachelor of Arts degree in economics with honors and from the Harvard Business School with a Master of Business Administration degree and a concentration in finance.
I have been married to my wife, Karen, for more than 40 years, and we have two sons, a daughter-in-law, and two grandchildren.
My career in the institutional investment business, which began in 1964, spanned more than 40 years. Institutional investment management involves the management of pension and profit-sharing portfolios for both businesses and public institutions. This type of investment management is different from retail investment management, which refers to portfolio management for individual investors.
When I retired from the investment management business at the end of 2006, I was Chairman of Invesco’s Global Structured Products Group, which manages portfolios for institutional investors. The Group, which I started in 1982, managed twenty-three billion dollars for more than three hundred clients worldwide with a staff of fifty-five people.
I have learned a lot over my career, and my purpose in writing this book is to give back some of what I have learned in a way which will be helpful to many people in achieving what they define as an appropriate level of financial security.
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