Since 1997, my team and I have helped affluent families, and corporations with their financial goals. As a Managing Director, Senior Financial Advisor in the Wealth Management Group, my focus is on wealth management services, and asset management for high net worth clients. Taking a holistic approach, after reviewing clients assets and debts, based on their risk tolerance, time horizon, liquidity needs, and overall investment goals, I will tailor a customized wealth management plan to address clients needs. I work closely with clients attorneys and CPAs.My Team and I have extensive knowledge in:-Goals Based Wealth Management-Concentrated Stock Positions/ Tax Efficient Stock Option Exercise-Hedge Fund Lending-Retirement Planning/ Distribution options from employer sponsored plans-Estate Planning ServicesI WOULD WELCOME A CONNECTION IF:-You are in need of customized financial advice and guidance-You want to hear more about our wealth management process-You are interested in discussing our approach to estate planning services-You are a CPA or attorney interested in providing a resource for your clients-Are a nonprofit organization considering a Request for Proposal for your current investment portfolio