HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC. 2005 – Present President, Chief Investment Officer (AUM $2.8 Billion) Responsible for setting investment policy for all clients, conducting all research, asset allocation studies, marketing efforts, commentaries and closing sales opportunities. Manage a team of 8 (4 CFA’s). Client base consists of Defined Benefit, Defined Contribution, Foundation and HNW plans for profit and not-for-profit operations. Individual Investment Operation opened in 2010. Primary Client Relationship Person for all major clients. Instituted new Oversight Strategy, Model Portfolio Product. Also Chairman of Board, Hooker & Holcombe, Inc.