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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.

Emerging markets: A ripe climate

With safe and effective vaccines starting to emerge and the U.S. dollar notably weak, we look at the potential benefits of emerging market equities and bonds, particularly in Asia.  Read the full economic outlook in the latest edition of Global Insight.

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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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Latest Insights

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More income ahead for fixed income markets?

Fixed income investors will largely have to play defense this year as bond markets try to work their way through to a more normal yield environment.

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