My practice focuses on strategic asset allocation with an emphasis on risk management. I take a dynamic and individualized approach that combines knowledge, experience and acumen with a deep understanding not just of a client's goals, risk tolerance, liquidity need and objectives, but of their lives, family, interests and passions. It's an approach based on "know-how" and "know-you", and truly reflects my philosophy of working closely with clients to help them live the lives they want and plan for the future.
I graduated with an economics degree from Johns Hopkins University and prior to working in wealth management, I spent thirteen years working as an equity trader on Wall Street. These experiences give me a dynamic skillset and ability to create individualized portfolios for my clients.
My interests include golf, traveling and spending time with my wife, two kids and our family dogs, Buddy and Luna.