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. 


How would a Biden blue wave impact sectors?

The U.S. government moves more like a lumbering supertanker than a speedboat that can suddenly veer off in new directions. Yet a Democratic sweep of the White House and Congress, were that to be the election outcome, would bring with it some key policy changes. We look at how this scenario could affect different market sectors and subsectors, and identify which of these could be the winners and losers. 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

Will the Fed's shifting inflation strategy impact the interest rate outlook?

The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.

Read more

Bulletin Board