Placing clients first
As a fiduciary and guardian of your wealth, I am charged with representing your family’s best interests at all times, and am held to a strict standard. I take this responsibility seriously, and I demonstrate loyalty and care for each client. To do the job properly, my team and I rely on a broad investment platform, rigorous research and quality implementation, which we deliver through the world-class resources of J.P. Morgan.
A path toward tailored strategies
By looking at both sides of the balance sheet, I leverage your liabilities as well as assets to deliver comprehensive strategies for long-term financial goals—diversification objectives, tax considerations, preservation of capital, wealth transfer strategies. Supported by J.P. Morgan’s intellectual capital and my many years of financial advisory experience, I allocate your resources in a prudent and targeted manner.
Simplifying the complexities of investing
In an age where current trends, technology and the financial landscape are rapidly changing, I place great emphasis on educating you and remaining transparent in all financial decisions. My team and I distill intricate market data into meaningful information that helps you and your family to understand the totality of your financial picture. This keen interpretation of market movements and economic conditions is the cornerstone of my practice, and helps to build confidence in the advisory guidance I offer.
Active portfolio management
As a member of J.P. Morgan Wealth Management’ Portfolio Manager Program, I stand among a small group of advisors who manage discretionary client portfolios, and are subject to regular quantitative and qualitative reviews. In particular, I have developed three strategies that target a range of financial objectives:
- Growth and Income
- Fixed Income
A due diligence investment process
I take a bottom-up view and leverage a blend of financial models, tools and techniques to identify differentiated ideas. From these, I select individual securities to build low- to moderate-turnover portfolios that my team and I manage in-house. I may use passive index funds for exposure to foreign and small cap stocks. Often, I over- and underweight certain sectors based on economic conditions.
The seasoned application of private equity investments
My team and I rely on our deep exposure to private equity companies to identify appropriate alternative investments that afford us tactical flexibility and long-term advantages. This approach helps to minimize volatility and balance portfolios rather than rely on additional equity exposure.
Backed by an industry leader
I find that experience matters to clients who seek wealth management support for a breadth of sophisticated objectives. By tapping the extensive resources of J.P. Morgan, my team and I open up more of the firm’s offerings to support the full array of sophisticated objectives:
- Trust and Estate Strategies
- Wealth Transfer Ideas
- Educational and Retirement Planning
- Lending, Mortgages and Credit
- Executive Services
- Defined Benefit Plans
- Diversification of Concentrated Positions
- Business Succession Considerations
- M&A Events
- Pre- and Post-Liquidity Planning