Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Read more in Global Insight Monthly
In 1979, my Dad took a job in the investment business. I was nine at the time and spent evenings and weekends with him at the office which shaped my desire to become an advisor. I began my career in 1992 right here at RBC Wealth Management in Portland, Oregon (OR), moved to Bend, OR in 2004 and I have the opportunity to work in both the Portland and Bend offices traveling regularly between the two. I'm 53 now and have managed investments and relationships through the great boom of the 1990's, the ensuing declines of the internet and real estate bubbles, fantastic recovery of the 2010-2020 bull market and a global pandemic. I absolutely love what I do and hope that my past experiences can add value to my clients over the next 25 years.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
May 7, 2025
Trend & cycle roadmap
The rally in 2025 and throughout the longer bull market cycle has been uneven, with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.