Portfolio Manager - Flexible large-cap blend equity portfolio with an options overlay. Concentrated portfolio with the ability to short. Managing Director - Boutique style multi-generational wealth management for a select group of ultra-high net-worth families, accredited investors and qualified purchasers. Each portfolio is custom built for the needs of the entity. Expertise in investment analysis and selection: equities, fixed income, mutual funds and private equity. All… Show more Portfolio Manager - Flexible large-cap blend equity portfolio with an options overlay. Concentrated portfolio with the ability to short. Managing Director - Boutique style multi-generational wealth management for a select group of ultra-high net-worth families, accredited investors and qualified purchasers. Each portfolio is custom built for the needs of the entity. Expertise in investment analysis and selection: equities, fixed income, mutual funds and private equity. All assets are custodied through Charles Schwab Institutional platform. Show less

Multi-generational Wealth Management for Ultra High Net Worth Families, with a focus on c-suite executives, entrepreneurs and physicians. Expertise in investment analysis and selection: equities, fixed income, mutual funds and private equity.- Mutual Fund/Separate Account Coordinator- Office Coordinator for Trainees- United Way Office Coordinator- Empty Bowls Office Coordinator