Managing Director - Financial Advisor, Senior Consulting Group
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.
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.
*Scorpio Partnership Global Private banking KPI Benchmark 2015.
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.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
For many, responsible investing is about aligning investments with values.
June 1, 2018
February 4, 2020