Maryland roots. Global solutions.


How I serve you

I have a long tradition of serving investors from the Baltimore area, as well as other local and national locations, my associates and I have more than 100 years of combined investment management experience. Through a variety of market cycles over the past several decades, I have earned the privilege of serving financially successful individuals, families, businesses and institutions.

  • Over $400 million assets under management

A Hat Trick, World-Class

Wealth management with me provides a proverbial “Hat Trick” of world-class offerings that I have been delivering to my clients for more than 3 decades.

  1. Access to world-class investment products
  2. A world-class advisor who truly and deeply care about my clients
  3. A world-class, award-winning* global firm in RBC Wealth Management

*Scorpio Partnership Global Private banking KPI Benchmark 2015. 


Coronavirus: An outbreak of uncertainty

As new clusters of coronavirus cases pop up around the world, an outburst of volatility and concerns are running through markets. RBC Global Asset Management’s Chief Economist Eric Lascelles looks at how the scope of the outbreak is evolving and to what extent the coronavirus could sap Chinese and global economic growth. Read the full economic outlook in the latest edition of Global Insight.

 

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

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Six wealth planning strategies for turbulent markets

How investors react during these periods of decline is critical to their long-term success.

Read more

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