Registered Investment Adviser
Florida State University B.S. Political Science
Investment Experience: over 50 years
International Consultants & Investors 1983 – Present
President, Compliance Expert Testimony
Lowry Capital Management 2015 – 2020
Executive Vice President
Lowry Management Corporation 1976 – 1993
President
Lowry Financial Services Corporation 1976 – 1988
President
Securities Experience
Expert Witness to over 1300 securities cases in 32 U.S. states
Expert Testimony on behalf of Securities Exchange Commission (SEC)
Expert Witness for the State of Florida
Independent consultant to FINRA
Portfolio Manager for 5 Mutual Funds
Outside Activities:
President, Florida Association of Registered Investment Advisors
Chairman, National Advisory Council, National Association of Securities Dealers
Chairman, District Board of Governors, National Association of Securities Dealers
NASD/FINRA Disciplinary Hearing officer
Florida Securities Regulation Task Force
NASAA Annual Examiner Training Program
Arbitrator, FINRA and American Arbitration Association
Independent Consultant: various securities regulators
State of Florida Securities Law Advisory Council
Investment & Finance Committee, Palm Beach County School Board
Chairman, Economic Council of Palm Beach County
Chairman, Palm Beach County Council of the Arts
Chairman, Palm Beach County Business Forum
President, Business Political Action Committee of Palm Beach County
President, Florida Cultural Action Alliance
President, Business Federation of Palm Beach County
President, Florida Cultural Education Alliance
Chairman, State of Florida Retirement Commission
Chairman, Palm Beach County Strategic Master Plan
Chairman, Palm Beach County Directions ’94
Chairman, Business Alliance of Palm Beach County
Chairman, BIZPAC Review, Inc.
Vice Chairman, Florida Arts Council
The Montgomery Medal – 1992
Executive Committee, Associated Industries of Florida
Director, Florida TaxWatch
Chairman, Community Forum of Palm Beach County
Palm Beach Business and the Arts Award – 1986
Biotech Land Protection Advisory Board
Chairman, Investment Committee, Max Planck Florida Institute
Chairman, Investment Committee, Associated Industries of Florida
Trustee, Education Partnership of Palm Beach County
Grand Trustee, Sigma Chi Fraternity
Palm Beach Atlantic College ‑ Freedom Medal
The Explorers Club
Columnist, Financial Planning Today magazine
Financial Columnist, Professional Corporation magazine