Principal and Owner
Mr. Cabean has more than 20 years of professional investment experience having worked as a financial advisor at Merrill Lynch, and as a portfolio manager for Wachovia Bank, Comerica Bank, and Wilmoco Capital Management. At Wachovia Bank, Mr. Cabean was responsible for managing $271 million in his book of accounts. While at Comerica, Mr. Cabean had discretionary authority for $107 million in investment assets under management. The investment team at Wilmoco Capital Management grew from $5 million to $125 million during his tenure. Mr. Cabean holds a Bachelor of Arts degree in Sociology from the University of Michigan, a Master of Business Administration degree in Finance from Bowling Green State University, and is a candidate for the Level II examination for the Chartered Financial Analyst (CFA) program.