Senior Vice President - Financial Advisor, Portfolio Director
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.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Read more in Global Insight Monthly
The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.
