Overview

∞ Objective - Continue building practice through acquisition and aligning with like-minded advisors in order to create additional value.
∞ Wealth Management – Goals-based legacy planning incorporating retirement and philanthropic planning; trust and estate planning; lending and liability management. Work as Personal CFO for eclectic clientele of entrepreneurs, affluent families and institutions.
∞ Asset Management – High conviction investment framework linking transformational long term macro themes of disruptive innovation and sustainable impact investing.
∞ Alternative and Satellite Investments - Allocate significant amount of satellite and alternative investments to enhance portfolios' overall risk/return profile via higher expected returns and reductions in overall asset correlations through private equity, hedged strategies and real assets.


Last Activity
2 weeks

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