With over 30 combined years of advisor interactions, the founders of UX Wealth couldn’t find a comprehensive solution that met the needs of today’s advisors and clients. The entire playing field is tilted toward the established and tired status quo, undermining advisor value and client outcomes. Incremental changes are cheered as innovations. The most powerful firms have traded investment advice for being clients’ personal therapists. Portfolio management commoditized. Advice relegated to… Show more With over 30 combined years of advisor interactions, the founders of UX Wealth couldn’t find a comprehensive solution that met the needs of today’s advisors and clients. The entire playing field is tilted toward the established and tired status quo, undermining advisor value and client outcomes. Incremental changes are cheered as innovations. The most powerful firms have traded investment advice for being clients’ personal therapists. Portfolio management commoditized. Advice relegated to coaching people to stop buying lattes. We can do better.We leverage technology and artificial intelligence to redefine the way advisors and firms run and scale their practice. I provide trading solutions for UX Wealth Partners and their clients by leveraging the most advanced technology, industry experience, and street-side relationships. We execute on a multitude of strategies across various custodians all while achieving our primary goal - to help our clients grow. Show less

Expertise in residential investment property acquisition and portfolio management.

Served as a multi-custodial outsourced trading desk trading an array of institutional products for a multitude of institutional clients.

Built an in-house trading desk that began servicing $75M in AUM and grew to manage over $1B in AUM.