Senior Vice President - Branch Director, Portfolio Manager - Portfolio Focus
I believe my clients are the CEOs of their lives and businesses and I serve as their personal CFO: co-fiduciaries working together to manage assets in a responsible and thoughtful way. When you work with me I serve as a single and fully accountable point of contact, providing access to my team of specialists and resources.
You can build wealth by aligning your decisions with your deepest values and highest expectations. A successful investment strategy originates and reflects your core beliefs and carefully balances that with your tolerance for risk. I can help you make the decisions that reflect your values and create wealth in a sustainable way. How do I do this? I recommend a strategic asset allocation that is a broadly diversified portfolio of stocks, bonds, cash and alternatives. I will add tactical managers as appropriate to help take advantage of the upside, yet still provide some protection on the downside. I believe diversification is an important risk mitigator, but over-diversification mutes returns. I do not chase hot stocks or managers, but instead wait for a pullback for a better risk/reward entry point. I use technical analysis to take the emotion out of investing and to help us make the decision of when to buy or sell. Lastly, I believe investing for the long term.
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 »
December 2, 2024
Fixed income interest rate market monitor
Market week
October 30, 2024
Trend & cycle: The long view
October 28, 2024
Market cycle quilts
October 14, 2024
Strategies for staying safe online
Checklist against fraud & financial exploitation
September 11, 2024
Global insight monthly
Global insight: Global equity perspective
With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025.