Larry brings over 20 years of investment management experience to the firm, adding to the robust and diversified investment committee. Prior to his appointment as CIO at Capital Wealth Management, Larry served as Vice President and Portfolio Manager at Woodstock Corp. where he oversaw individual security analysis, portfolio management and client relationships. Prior to Woodstock, Larry served as senior analyst and portfolio manager at Watch Point Trust Company and Nixon Peabody LLP, where, in addition to client account management, he was instrumental in the adoption of new equity valuation and analytical systems.
Larry’s prior experience also includes serving as an equity research analyst and assistant portfolio manager at J.L. Kaplan Associates and as a mutual fund research analyst and editor at Mutual Fund Investors Association.
Larry holds an MBA from the F.W. Olin Graduate School of Business (summa cum laude) and a BS in Investments and Entrepreneurial Studies from Babson College (summa cum laude). Larry has been inducted into Beta Gamma Sigma, the international honor society of business, at both the undergraduate and graduate school levels. He earned the Chartered Financial Analyst designation in 1998.
He is a member of the CFA Institute and the Boston Security Analysts Society.
In his free time, Larry enjoys travel, sports, and genealogy. Larry and his wife, Karin, live in Massachusetts with their two children and golden retrievers.