An experienced approach to sophisticated wealth management in niche industries.

Just as you have a training staff you trust to run your horse-related interests, think of our team as your professional staff to offer a holistic approach to help manage the tremendous value of these equine assets within the broader context of your financial picture. We guide you through what are often complex financial decisions, leveraging our award-winning background and industry recognition to empower you for what you do best. The depth of our capabilities is profound, and our broad and comprehensive knowledge base spans the following backgrounds:

• Chartered Financial Analyst^®(CFA^®)
• Accredited Investment Fiduciary® (AIF®)
• M.B.A.

We are strategically located along the East Coast— Florida, Georgia, New York and Connecticut—and my team is equally experienced with cross-border relationships, covering clients in Canada, Latin America, Switzerland, the UK, Australia and Bermuda. We curate a repertoire of access, including special events, content and engagement, to connect like-minded individuals around their equestrian pursuits. By forging strategic partnerships, we leverage the scale and scope of J.P. Morgan's global relationships to help clients enhance their enjoyment of this exciting world.

^{CFA and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.}