With over twenty years of experience, my career has exposed me to nearly all aspects of asset and wealth management. This has allowed me to develop a unique, holistic approach to portfolio management using analytical methods. My in-depth knowledge of the financial markets and industry combined with a communicative, customer-first approach has allowed me to attract a vast range of clientele. I have had the pleasure of working with surgeons, non-profits, and businesses. My commitment to produce and maintain the highest quality of service means that I only accept a limited number of new clients each year. I aim to serve with integrity, honesty, and accountability so that my clients may accomplish their personal and financial goals while enjoying their experience. As a father of twins, I strive to model the same qualities at home as I do at work. In my free time I enjoy getting ice cream with my kids and studying the global markets. Thank you for your time and I hope to have the honor of meeting to discuss your financial needs.