Senior Vice President - Financial Advisor, Portfolio Director
I help create financial security and peace of mind for high net worth individuals and institutions by developing and implementing comprehensive wealth management plans. I pride myself in providing my clients with a high level of service that meets and often exceeds their expectations.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Read more in Global Insight Monthly
The rally in 2025 and throughout the longer bull market cycle has been uneven, with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.
May 20, 2022
A strategy to stay focused
January 9, 2024
Municipal market insight
