Senior Vice President - Financial Advisor, Senior Portfolio Director
I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.
The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.
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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.
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Global insight weekly
While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.
