I have been working closely with successful individuals and their families for almost 25 years. My experience spans the dot.com bubble, housing collapse, international instability ,and some of the most volatile financial markets in history. Over the course of these booms and busts, my job has remained the same—to identify investment opportunities and develop portfolio strategies that are customized to individualized needs and that empower you financially.
A reputation built one client at a time
I deliver the kind of personal touch that is invaluable when advising families with considerable assets. My overarching mission is to foster exceptional and long-lasting, multi-generational relationships with clients who seek the customization of white glove attention. My goal is to offer a caring and individually focused experience, and I hold myself to exacting standards in the pursuit of delivering on that promise.
Holistic wealth management
By listening intently to your story, I help to uncover your financial intentions—wealth transfer, philanthropic giving, lifestyle, retirement. Through a discussion of your assets, expenses, liabilities, spending patterns and cash flows, I gain a true understanding of your overall financial circumstances and tolerance for risk. These inputs are vital to my ability to intelligently craft a holistic wealth management strategy that cares for the entirety of your needs.
As a lifelong student of the markets, I facilitate direct entrée to J.P. Morgan’s award-winning institutional research capabilities. My access to the intellectual capital of the firm enables me to refine sophisticated market data into meaningful information that informs my investment strategies. I believe this hands-on and due diligent approach provides me with a competitive advantage and positions me to identify appropriate investment ideas within the context of a bigger picture.
Active portfolio management
I strive to build enduring portfolios that target long-term strategies. To do so, I design asset allocations that align with personalized goals. Through an active management approach, I select investment vehicles that are appropriate for each client, and I may use ETFs and mutual funds to generate tax-advantaged results at a reasonable cost. I also work with third-party money managers where I believe this will add value to the overall scenario. Often, I tactically overweight U.S. large cap stocks based on my many years of interpreting data. Ultimately, the instruments I utilize are dependent on portfolio size and risk objectives.
A single point of contact for a breadth of services
Through my direct access to the firm’s breadth of extensive resources, I open up a full complement of opportunities for you, providing a wealth of value-added services.
- Trust & Estate Planning
- Generational Transfer
- Retirement Planning
- Educational Funding
- Philanthropic Giving
Backed by an industry leader
I am proud to draw upon the professional capabilities and investment platform of J.P. Morgan, a global leader in asset and wealth management. My clients benefit from boutique-level and high-touch assistance combined with the fortress balance sheet of one of the largest and most respected financial organizations in the world.