Senior Vice President - Financial Advisor, Portfolio Director Group
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.
Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.
