With 30 years of experience in private wealth management, I specialize in advising ultra-high-net-worth individuals and families on building, preserving, and strategically growing their wealth. As a Managing Director, Private Wealth Manager at Merrill Private Wealth Management, I lead with a focus on delivering strong, risk-adjusted returns while tailoring each portfolio to align with clients' unique goals and circumstances.
My expertise spans single stock risk management, derivatives strategies, and the integration of alternative investments - including private equity and hedge funds into diversified portfolios. I'm committed to navigating complex market environments with precision, helping clients manage concentrated positions, mitigate risk, and capture long-term opportunities.
For nearly three decades, l've built trusted relationships grounded in discretion, insight, and results. My approach combines deep market knowledge with innovative strategies designed to deliver clarity and confidence for clients navigating significant wealth decisions.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
** Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
