I focus on providing investment management consulting to Defined Contribution Plans, Defined Benefit Plans, Endowments, Foundations, and Family Offices. Some of the core services I work with clients on include developing/revising investment policy statements, asset allocation modeling, manager due diligence and selection, and performance measurement/evaluation. In addition to these core services, I work with clients on a multitude of additional services some of which include liability driven investing (LDI), evaluation of alternative assets, liquid alternatives, evaluation/searches, and education. In addition to my responsibilities as a consultant, I also lead many of the investment research efforts of the Atlanta Consulting Group.Designations:AIF (Accredited Investor Fiduciary)AWMA (Accredited Wealth Management Advisor)
Listed skills include Investments, Series 7, Financial Advisory, Investment Management, and 27 others.