First Vice President - Financial Advisor, 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.
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.
