Senior Vice President - Financial Advisor, Senior Portfolio Manager
I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.
The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.
Read more in Global Insight Monthly
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
May 10, 2022
Social Security: At a glance
April 29, 2026
Investor's Edge
Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fears are now growing that AI could also disrupt sectors, hurt workers, and pose a risk to the economy.
