Overview

Want to grow organically and through acquisition, in Baltimore, Washington, DC and Eastern Shore of Maryland markets.

Background includes 20 years as a fixed-income trader with Goldman Sachs, and 20 years in private wealth management with GS and Morgan Stanley.

Focus is on high net worth entrepreneurs, families, family offices and retirement plans.

Expertise in diversification of concentrated positions, and fluent in tax, trust, estate planning and philanthropy.

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