Professional background

I'm an investor and writer based in Cincinnati, Ohio, where I author the Flyover Stocks newsletter.

After graduating with a history degree in 2003, I started from scratch in finance and have spent the last 20+ years learning, improving, and teaching. Writing publicly about investing since 2006 accelerated my development, including my book, Keeping Your Dividend Edge (2016), and hundreds of blog posts and articles for sites such as Morningstar, Investor's Chronicle (UK), the CFA Institute, and The Motley Fool.

My philosophy is rooted in a simple (yet hard to do) principle: investing in companies with economic moats, managed by dedicated and capable stewards, at attractive prices, and then - critically - not getting in the way of that combination as it compounds value over time. 

I've spent eight years on the buy-side as a generalist analyst at Ensemble Capital and Johnson Investment Counsel and have nearly four years of sell-side experience at Morningstar where I led the company's equity stewardship methodology and covered companies in the basic materials, consumer, and industrial sectors. Before my time in institutional research, I was an analyst, newsletter editor, and writer for The Motley Fool, supported private wealth managers at SunTrust Asset Management, and was a licensed representative at Vanguard.

I'm a CFA® charterholder and a member of the CFA Society of Cincinnati.

I'm a proud graduate of Saint Joseph's University in Philadelphia, where I majored in history and minored in economics. I'm a lifelong Cincinnati Reds & Bengals fan and support Fulham FC in English football.