Cliff has over 15 years of experience counseling individuals and families on financial matters including investment management, estate and tax planning and goal setting for retirement. In addition to working directly with clients, Cliff is a member of the Investment Committee, where he works to develop Acropolis’ overall investment policy and strategy and is also responsible for the leadership and development of the firm’s Portfolio Managers.
Cliff is a CFA charterholder and a CFP® professional. He also holds a Bachelor of Science in Business Administration with a concentration in Finance and Economics, and a minor degree in Accounting from Spring Hill College. Cliff is an avid cyclist and also enjoys traveling with his wife and four kids.
Community activities include:
Sts. Joachim and Ann Care Service Board of Directors: 2014 – 2016
St. Louis University High School Alumni Board: 2016 – Present
St. Margaret of Scotland Parish Finance Council: 2019 – Present
St Margaret of Scotland School Board: 2022 – Present