Senior Vice President - Financial Advisor - Senior Portfolio Manager
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
Read more in Global Insight Monthly
I provide financial solutions to mid and upper-level corporate executives and their families. Through a comprehensive approach to managing wealth, I address my clients’ specific needs including diversifying company stock and option planning to setting up post-work life income and goals. For executives owing their own business, I provide retirement planning and business succession solutions.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.
December 1, 2017
Master Limited Partnerships
May 7, 2025
Trend & cycle roadmap
April 18, 2023
Daily market view