Welcome

Busy entrepreneurs, senior executives and multi-generational 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.

Investment Approach
As a trusted advisor, I oversee the challenges that accompany the accumulation of significant assets. My aim is to simplify the investment process through a dedicated plan that supports the thoughtful integration of every element of a financial picture.
A methodical and step-by-step approach
My emphasis on providing a high level of personal service is rooted in a deep commitment to focus on clients' best interests. By working together in this deliberate and methodical manner, I remain proactively engaged in helping them to realize their wealth management goals.
I apply organizational and technological tools to anticipate next steps, and develop appropriate recommendations. This due diligence saves time, fosters continuity and assures my clients an array of value-added deliverables:

• A careful analysis of both sides of the balance sheet that examines assets as well as liabilities to identify opportunities and impacts
• Tailored strategies and asset allocations designed to accommodate risk parameters and help meet short-, medium- and long-term goals
• Cash flow analysis and appropriate income stream generation
• Investment considerations of concentrated holdings
• Careful execution of investment plans coupled with the intellectual capital and extensive resources required to help deploy recommendations
• Continuing support and review to assess evolving goals, current markets and future plans

Direct access to extraordinary resources I serve as the single point of contact to one of the most complete product platforms in the industry—J.P. Morgan's broad suite of investment advisory services and proprietary research—which I leverage for the benefit of each individual. I am proud to simplify the roadmap toward investment management, and aspire to be a partner in my clients' success.