Let us help you grow more than wealth

Welcome

I work closely with my clients to manage their wealth through comprehensive investment and risk management strategies designed to meet their financial goals. Because my client base ranges from affluent individuals and families to institutional clients listed on the New York Stock Exchange, my approach to each relationship is unique. By combining my knowledge, experience and integrity, I am dedicated to becoming each of my clients’ trusted advisor, helping them to reduce financial complexities and focus on what is most important to them.

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

Become a client 

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

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