A FOCUS ON BUSINESS OWNERSHIP
I serve a blend of high-net-worth individuals and business owners, offering tailored investment portfolios and fixed income strategies to help address their complex wealth management needs. With over 20 years of experience building portfolios for corporate executives and medical professionals, I have built a distinctive practice, advising sophisticated investors whose professional obligations do not allow them sufficient time to address their own complex finances with the intensity required.
My focus on business ownership has afforded me deep insight into the issues and priorities that these clients routinely face, and I recognize and respect the effort they have invested to make their businesses a success. Drawing on my exceptional understanding of financial markets and investment products, I emphasize fixed income, risk management and tax efficiency.
A COMPREHENSIVE METHOD
I begin each new relationship by taking a fresh perspective and reviewing a client’s entire net worth, including the businesses they may own, creating a comprehensive picture of assets and liabilities for both personal and business balance sheets.
I strive to understand the totality of clients’ financial health, and believe that managing both the personal and corporate components are the key to investment management. I spend considerable time delving into the specifics of each client’s individual financial situation, drilling deep and asking questions to enable my clients to articulate their goals and objectives. This cohesive approach allows me to identify areas of opportunity and concern and develop appropriate investment strategies to address them.
A CONSERVATIVE AND DISCIPLINED APPROACH
My investment philosophy is typically very conservative; I rely upon point-and-figure analysis as a tool to identify the relative strength of positions. By examining risk tolerance and time horizons, I determine how assets are to be allocated to help pursue individual goals. The tailored portfolios that I build and monitor incorporate a range of investments and may include fixed income vehicles, municipal and corporate bonds, equities and ETFs.
A TAILORED PLAN
I draw from J.P. Morgan’s thought leadership, award-winning research and due diligence to inform my portfolio creation. I work to help each client pursue their particular goals, whether it is the need for current income or the growth of assets over time for future use.