Helping you grow more than wealth
My primary focus is working with high-net-worth individuals, family offices, corporations and select money managers.
During my 20-year career in financial services, I have developed a deep understanding of global markets, as well as portfolio construction. My portfolios consist of individual stocks, bonds, option overlay strategies and alternative investments. Every client has different objectives, so I tailor customized portfolios for each individual and family. While portfolios may differ, each one’s core structure starts with income-generating securities, which I believe is paramount to successful long-term investing. No matter your age or risk tolerance, I take the time to understand your financial needs and goals. By doing so, I can design a portfolio to meet your long-term objectives.
While my primary focus is portfolio creation, I also assist clients with all aspects of wealth management, including personal banking. When you choose to work with me, you have access to tax and wealth strategists, insurance consulting, as well as all of the benefits you expect from a world-class private bank. Personal and business credit lines, commercial banking, and equipment financing (including jet financing) are just a few services available to my clients.