Senior Vice President - Branch Director - Senior Portfolio Manager - Portfolio Focus
I help high-net-worth individuals and families achieve their financial goals by creating and implementing custom comprehensive wealth management plans.
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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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.
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.
April 20, 2023
Municipal market insight
June 15, 2023
Trend & cycle roadmap
May 10, 2022
Social Security: At a glance