Awards & Recognition
★Morningstar Domestic-Stock Fund Manager of the Year Honorable Mention (2007)
★New York Times bestselling author
Notable Facts
→Author of 9 investment books including NYT bestseller 'The Warren Buffett Way' translated into 17 languages
→Chief Investment Officer at EquityCompass since March 2019
→Over 40 years investment experience, managed $7+ billion at Legg Mason
→Worked alongside legendary investor Bill Miller at Legg Mason Capital Management for 14 years
→Chartered Financial Analyst (CFA)
→The Warren Buffett Way is considered the definitive book on Buffett's investment strategies
→Regular conference speaker and podcast guest on value investing topics