First Vice President - Financial Advisor, Portfolio Director Group
I specialize in helping high net worth individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth.
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 »
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
January 20, 2025
Market week
April 18, 2023
Daily market view
After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.
