PJ is a Consulting Advisor who has been with SFG since 2011. He is also an associate member of SFG’s Investment Committee. Prior to joining Stearns, PJ worked at Bank of America in corporate and investment banking, providing structured product and financial solutions to institutional investors. He also spent time in the bank’s risk management area, where he performed quantitative analysis on the corporate and commercial loan portfolios to identify optimal asset allocation.
BS – Mathematical Economics, Wake Forest University
• Chartered Financial Analyst (CFA) charterholder
• Member, CFA Institute and CFA North Carolina Society
I am a sports enthusiast who enjoys watching and participating in many different sports. I also enjoy traveling, whitewater rafting and skiing. I currently live in Colorado while my wife Jessica.