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. 


A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. 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

senior father jogging with adult daughter

How to protect your aging parents from financial missteps

While the potential for fraud or age-related diseases can't be eliminated, start the conversation now with your parents to mitigate the impact.

Read more

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