Welcome

Busy entrepreneurs, senior executives and multigenerational families look to me to help them regain time in their lives, knowing their financial affairs are in capable hands. I have worked in wealth management for more than 25 years, so I offer practical wisdom grounded in direct experience.

The individuals and families I advise rely on me to be their trusted partner and thoughtful guide— expectations I'm proud to uphold through the quality of my work.

I invite you to learn about the ways I differentiate my approach and the legacy of trust I have built over time with the close circle of clients in my care.

An ambitious vision

When clients engage my advice, I help them enact their vision of a life-well-lived—as they define it. Together, we integrate all aspects of their finances, encompassing their families, careers and long-term goals.

I am always looking at ways we can enhance a client's situation, drawing on my decades of experience in investing, trust services and wealth transfer. Collaborative by nature, I work well with a client's tax and legal advisors to oversee sustained momentum on shared initiatives. Clients look to me for the focused attention they would receive from a family office, marked by the same level of intimacy and understanding.

Here are a few of the ways I look to create an exceptional client experience:

• A portfolio that is your own. Your cash-flow needs, risk tolerance, tax situation and time horizon are distinctive. That is why I take the time to design a singular portfolio for each client. Everything I do is bespoke, integrating both traditional and alternative investments to pursue your objectives and capitalize on a wide opportunity set.

• Complex currents in your wealth. When your wealth takes on a certain scale, it can be time consuming to manage. I help people who have complex financial lives gain time and capacity. Whether you are selling a business, managing a concentrated position, reducing your taxable estate, passing wealth to the next generation or have another pressing need, I can help you resolve those issues. I've advised successful families for many years, so I'm closely attuned to the best practices for peer clientele.

• Market intelligence. Investment markets are always changing. While we can't control their direction, we can take active steps to anticipate what is ahead, gaining insights from high-quality research. I stay closely attuned to market movements, helping clients maintain reliable cash flow during volatile market periods and overseeing a disciplined, diversified approach.

• Fiduciary background. I spent the first twelve years of my career with Northern Trust and U.S. Trust. This exposure has heightened my ability to integrate trust and estate planning services within a client's wealth framework. I take the time to make sure that clients have created—or revisited—their fiduciary plans, working closely with their estate planning attorneys to enact tax-sensitive strategies. I also mentor the next generation, helping them embrace the habits and mindsets of sound stewardship.

• A closeness sustained by trust. When we speak, you'll know that I am wholly focused on your needs. An attentive listener, I pay attention to what matters to you, and I execute on your priorities. Many of my client relationships have spanned more than 25 years and include several generations of a single family. This trust is emblematic of the close affinity I share with my clients, inspiring me to bring my best work to you, every day