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I strive to provide quality advice regarding portfolio construction based on conservative principles.

I am a progressive manager with all of my individual, small business and corporate clients, and I leverage that familiarity to handpick the most appropriate proprietary ideas from both across the firm and from independent thought leaders. In this way, I am able to build and manage customized investment portfolios for my clients and provide them with the personalized services and solutions they need.

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Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Latest Insights

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Monetary policy possibilities

Apr 24, 2025 | Atul Bhatia, CFA

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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