Seth has over 20 years experience in the securities industry, including 12 years with Bank One's investment management group, and two years at Lancaster Pollard Asset Management, LLC. He has been in private practice for the last twelve years.
Seth began his financial career advising corporate and not-for-profit organizations on the investment of short-term assets. He has been a financial consultant to several educational institutions in the areas of fiscal management and capital restructuring, as well as endowment development and investment.
Seth has served on the Boards of many non-profit entities including The Columbus Montessori Education Center, Temple Israel, The Columbus Jewish Day School (where he served as Treasurer), and Oakstone Academy (where he also served as Treasurer).
Seth has successfully completed the requirements to be designated a Registered Financial Consultant (RFC®).