Overview

I’m a CFA Charterholder, MBA and an AIF (Accredited Investment Fiduciary). For the past 9 years, I served as the head of the Investment Committee (de-facto Chief Investment Officer) for a 17-person $850m RIA in St. Louis which served high net worth and ultra high net worth families and institutional clients. In that role, I interacted with clients and helped create many processes that resulted in enhanced advisor acumen, increased client confidence, and higher referrals. For a decade before that, I worked in investment research doing equity research, fixed income analysis and macroeconomic research.

In late 2021, I decided to start my own RIA, focused on helping other financial advisors with their investment questions. I began helping a few smaller advisors in town who asked if I could help them with some of their investment-related issues. Since then, I’ve helped educate and solve many issues for advisors across the country, including: quarterly investment education sessions; customized model and portfolio analysis/design; portfolio management; capital market assumptions for use in MoneyGuide, etc; weekly market and economic dashboards; money market and other liquidity dashboards; education and guidance around private equity, venture capital, private credit, and private real estate; due diligence or thoughts on any individual (or combination of) mutual fund, ETF, SMA (separately managed account), stock, or bond; fixed income analysis; analysis of stock options, grants, RSUs, SARs, etc; written economic and market commentary; customized reporting; options-based strategies like covered calls, protective puts, and combos; and prospect analysis. In addition to those specific areas, I’ve also been engaged to solve a variety of other analytical research questions, and help advisors put different products and scenarios into the appropriate context.

If you are ever in need of any research or investment-related help for your practice, or if you would like to discuss continuity or succession planning with an extremely technically proficient investment professional, please don’t hesitate to reach out: ___ or ___-___-____.

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