Professional Bio
As a Managing Director and Senior Portfolio Manager, I manage investment portfolios for high-net-worth families. I work with their tax and legal advisors to integrate their investment management, advisory, agency, and trust and fiduciary assets with their spending policy or estate and financial plans. Clients include multi-generational families, business owners, entrepreneurs, partners and sole proprietors, executives and directors of private and public companies, active and retired professionals with a net worth in excess of $10 million.
I am an advocate for clients and responsible for understanding their strategic investment objectives, spending policy needs and unique goals in order to provide guidance and develop, implement and manage their overall investment strategy.
As a Senior Portfolio Manager, I manage customized client portfolios on a fully discretionary basis and where applicable provide advisory services and single mandate solutions.
