- 2013 - Present Diamond Hill Capital Management, Inc.
- 2009 - 2012 Senior Vice President – Head of Client Service & Consultant Relations, Aletheia Research and Management, Inc.
- 1999 - 2009 Vice President – Client Service and Sales, Bank of Ireland Asset Management
- 1997 - 1999 Graduate Recruitment Program – Bank of Ireland
- Chartered Alternative Investment Analyst (CAIA), 2008
- FINRA Series 7 and 63 Licenses
- Masters International Business, Smurfit Graduate School of Business, Dublin, Ireland
- BA, Economics and Finance, NUI Maynooth, Ireland