A disciplined and seasoned approach to investment management and wealth planning.ㅤ
Having spent more than three decades in financial services, my mission is straightforward: to focus on the totality of your financial picture.
Working closely with my team, I gather information on your goals and weigh your level of acceptable risk to build a financial framework that can help you pursue your aspirations. As an outgrowth of witnessing periods of both great prosperity and extreme volatility throughout my portfolio management career, I have instituted a holistic approach to position your portfolio to help maximize total returns and limit downside risk.
I incorporate tactical asset allocation to create value-oriented portfolios tailored to match the level of risk you are comfortable assuming. By combining individual securities with exchange-traded funds (ETFs) and alternative investments, I help deliver growth and yield in a cost-advantaged manner.
My guidance extends beyond investments, and my team and I leverage the resources of J.P. Morgan to offer an array of options that can complement your financial situation. These include planning, wealth transfer, philanthropy, banking, and trust and estate services.