Maryland roots. Global solutions.

How I serve you

I have a long tradition of serving investors from the Baltimore area, as well as other local and national locations, my associates and I have more than 100 years of combined investment management experience. Through a variety of market cycles over the past several decades, I have earned the privilege of serving financially successful individuals, families, businesses and institutions.

  • Over $400 million assets under management

A Hat Trick, World-Class

Wealth management with me provides a proverbial “Hat Trick” of world-class offerings that I have been delivering to my clients for more than 3 decades.

  1. Access to world-class investment products
  2. A world-class advisor who truly and deeply care about my clients
  3. A world-class, award-winning* global firm in RBC Wealth Management

*Scorpio Partnership Global Private banking KPI Benchmark 2015. 

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

Gold on a scale

Gold: More than meets the eye

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

Read more

Bulletin Board