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I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.


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.

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Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, contact me.

Latest Insights

How do currency markets affect fixed income investment?

Sep 29, 2022 | Atul Bhatia, CFA

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

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