Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I am a financial advisor and portfolio manager based in Washington, D.C. I advise my clients in developing and achieving their wealth accumulation, retirement and legacy goals. My clients include business founders, senior executives, self-employed professionals, next-generation family members and institutions such as endowments and trade associations. I have also developed expertise in helping women navigate the special set of circumstances that they encounter.
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
Read the Global Insight 2024 Outlook »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.
