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. 


GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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

Closeup of man using calculator and spreadsheets

How do currency markets affect fixed income investment?

The relationship between government bond yields and exchange rates is more complex than many investors realize.

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