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I work with individuals, families, and businesses to deliver customized wealth management strategies to address my clients’ current and future financial goals, as well as plan for their family legacies.


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As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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Latest Insights

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

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