My goal is to help individuals and families build and preserve wealth for the long run.
I spent a decade working at top wealth management firms like Merrill Lynch and Smith Barney, followed by 20 years as a Senior Portfolio Manager at Dorsey, Wright Money Management, a multi-billion dollar investment management firm. I'm a thought leader in the investment management industry, with publications and conference presentations to prove it.
At this point in my career, I think I can distinguish between passing investment fads and what builds and preserves real wealth for the long run. Now I work directly with clients to help them pursue their goals.