Bio
I have over 30 years of experience in investment management, financial analysis, modeling, asset allocation, private capital, equity and fixed-income management, estate, tax, philanthropic and wealth transfer planning. Proven leadership in strategy, marketing and operations.
Specialization
I work with ultra-high-net-worth clients, family foundations and endowments.
Hobbies
I enjoy hiking, mountain biking and spending time with family
Favorite Books, Mottos, Quotes
Les Misérables; “The saddest words of tongue or pen, are simply these in might have been” – Henry Greenleaf Whitter
