As a deeply knowledgeable and trusted advisor focused on the fixed income sector for almost 40 years, I serve the needs of high-net-worth individuals, money managers and institutions seeking to preserve capital and generate income. Through fixed income investing and the development of tailored bond portfolios, I help to address my clients' objectives over the course of changing market cycles.
The approach I take is conservative, placing emphasis on investment vehicles that help safeguard principal and provide tax efficiency to maximize income potential. My particular capabilities center on municipal bonds and structured portfolios. Having been a leading specialist in this area for decades, I have the in-depth knowledge of bond markets as well as direct access to the expertise and research of J.P. Morgan to provide individuals with investments that help care for their specific goals.
When purchasing fixed income investments, I look for appropriate risk and reward opportunities for each of my clients, as every individual has differing needs. I buy bonds of only the highest quality—high yield and junk bonds are not considered for these portfolios.
I believe each individual should be engaged in the advisory process, and I devote the time and effort to simplify and help clarify investment decisions. My clients find me dependable and easy to work with, and many have been with me for decades. My greatest satisfaction is derived from the close and meaningful relationships I have built with clients over the years. I take pride in knowing that I have helped them sustain the wealth they worked to build.
I have worked closely with high-net-worth individuals and institutions for almost 40 years. Throughout an ever-changing financial landscape and market volatility, my concentration has remained the same—investing in fixed income markets to protect principal and build wealth.
A focus on preservation of capital
For the majority of my clients, preservation of capital is paramount and a primary objective. Most of the individuals I work with have significant assets, and are interested in investments that ensure a return of capital while generating a tax-free income stream.
Delivering personalized customer service
Drawing on my deep understanding of the complexities of the bond markets and significant experience in this area, I consult closely with each of my clients to find out what their specific financial needs and goals are in order to devise the appropriate strategies for them. Fixed income instruments are tailored to help achieve each client's objectives from a diversified portfolio of bonds and in a conservative risk management manner.
I offer dedicated attention and responsiveness to my clients, walking them through the advisory process to help them understand investment decisions, regularly monitoring their accounts and offering insight and advice throughout their lives. I believe that this personalized focus on safeguarding and growing capital is integral to helping clients care for what they have worked so hard to build.
A conservative investment approach
My steadfast commitment to enhance and protect each client's principal is at the core of every strategy created. The process I use is conservative, with a particular focus on municipal and corporate bonds, and structured portfolios. When purchasing instruments, I look for the appropriate risk and reward opportunities for each of my clients, as every individual has differing needs. I buy bonds of only the highest quality—high yield and junk bonds do not play a role in these portfolios.
Backed by an industry leader
Through the world-class insights of J.P. Morgan, I have direct access to fundamental and quantitative research, which enables me to promptly and consistently capitalize on market inefficiencies as they arise. I am proud to draw upon the professional capabilities and investment platform of J.P. Morgan, a global leader in asset and wealth management. My clients benefit from boutique-level and high-touch assistance combined with access to the resources of one of the largest and most respected financial firms in the world.