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An investment executive in the financial services industry since 1983, Fred has a keen insight into developing investment portfolios. Not only has he worked extensively with individual and corporate clients but he also spent 14 years as a branch manager, working closely with some of the industry’s best advisors and leaders.
After leaving branch management in 1999, Fred reestablished his financial services practice. Along with a handful of clients he has served since 1983, he has expanded through his high integrity, prudent capital markets guidance, superior client service and communication. Fred believes the basis for successful investing lies in understanding a client’s objectives, risk tolerance levels and return expectations. His approach to portfolio construction is defined, uncomplicated and emphasizes diversification across all asset classes and security types. Please be aware that diversification and asset allocation strategies do not assure a profit and do not protect against loss in declining markets.
Because his clients have unique financial objectives, he blends individual securities, mutual funds and managed portfolios to create investment plans tailored to each client’s specific needs. This approach was honed at the Wharton School of Business where he earned his Certified Investment Management Analyst designation in 2000 which serves as a compliment to his Portfolio Manager designation earned in 1995. Fred also completed the Security Industry Institute at Wharton in 1994 and holds his series 7, 63 and 65 security licenses.
Since joining Woodforest Financial Services in 2003, Fred has been recognized by both the American Banker (2003), and the Bank Investment Consultant (2007) magazines for his excellence in the financial services industry. Since 2005, Raymond James has asked him to speak at numerous national conferences sharing his philosophies and business style as part of the best practices segments.
Fred holds a Bachelor of Science in Aeronautics from St. Louis University as well as several aviation ratings and licenses. He and his wife Sheryl have been married since 1978, have two grown children and have lived in The Woodlands since 1995. He remains active in the community and enjoys golf, exercising and working for charity.
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