JR’s experience in the financial industry spans almost 30 years, and he serves as senior portfolio manager for Innovative Portfolios. With 13-plus years of experience managing fixed-income portfolios for separately managed accounts, JR has worked extensively in alternative asset allocations and the creation of equity selection processes to achieve greater quantitative and more disciplined equity selections. As portfolio manager for both the Preferred Income and the REIT investment portfolios at an affiliated registered investment advisory firm in Indianapolis, Indiana, JR is responsible for securities selection, building the portfolios, and trading. He also serves as a member of the firm’s investment committee, helping analyze its equity portfolios and make strategy recommendations.

JR previously worked as a portfolio manager at BKD Wealth Advisor, as a trust investment officer at United National Bank in West Virginia, and as a senior options specialist in the active trader division at Charles Schwab in Indianapolis.

JR holds a Bachelor of Business Administration degree in Finance from Marshall University in Huntington, West Virginia, where he was a member of Omicron Delta Epsilon, International Honor Society for Economics.

He is a member of the CFA Society of Indianapolis and lives in Zionsville with his three children.