Senior Vice President - Branch Director, Senior 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.
Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »
May 19, 2025
Market week
Fixed income interest rate market monitor
May 7, 2025
Trend & cycle roadmap
April 22, 2025
The Federal Reserve
March 21, 2025
High-coupon bonds during times of uncertainty
March 7, 2025
Global Insight U.S. Recession Scorecard
March 6, 2025
Global insight: Global equity perspective
February 12, 2025
RBC Capital Markets' strength in the muni bond market
A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.