I am the co-founder and lead portfolio manager at Beyond Wealth, a fiduciary financial advisory firm focused on helping clients who are facing an increasingly complex financial situation and little time to manage it. Our clients are eager to simplify by working with professionals who can find the financial opportunities and pitfalls they might have missed on their own. I particularly enjoy working with successful mid-career professionals and business owners.

I started Castlebar Asset Management, LLC because I wanted to work for you, not a corporation. My team and I help professionals and entrepreneurs enhance and refine existing retirement and investment plans. We’re especially interested in helping successful couples and families who are still a few decades away from retirement.You may just be hitting the peak of your career, but you may not want to wait until retirement to act on your dreams. We believe that different situations call for… Show more I started Castlebar Asset Management, LLC because I wanted to work for you, not a corporation. My team and I help professionals and entrepreneurs enhance and refine existing retirement and investment plans. We’re especially interested in helping successful couples and families who are still a few decades away from retirement.You may just be hitting the peak of your career, but you may not want to wait until retirement to act on your dreams. We believe that different situations call for different solutions, and so we’re interested in helping you strategize for the short-term, as well as to retirement and beyond. We do things differently because we make our practices fit you, not the other way around. This means that we use a goals-based approach to financial planning. Your objectives determine how we build your investment portfolio, and we use your personal financial milestones to gauge your progress. Respecting your goals and resources is important to us—that’s why we also work to keep fees at a minimum and have no conflicts of interest. Furthermore, making your money work for your future is bigger than just one person, so I regularly collaborate with your CPAs, attorneys, and other financial professionals to make sure everyone is pulling together for your benefit.Whether you’re looking to pay for your children’s education, take the trip of a lifetime, diversify your business, or plan for the legacy you’ll leave your grandchildren, you’ll get the personalized attention, support, and transparency that you need to make the best financial decisions for you. Show less

My time here was really valuable to my practice today, because it taught me how to handle big challenges in complicated situations. I was the manager for high net worth individuals around the world, working as a lead portfolio manager and analyst. On top of that, I was working during the biggest financial crisis of the past few decades. This position helped me to be a better investment manager for people who had a wide variety of needs. During this time, I learned to never lose track of… Show more My time here was really valuable to my practice today, because it taught me how to handle big challenges in complicated situations. I was the manager for high net worth individuals around the world, working as a lead portfolio manager and analyst. On top of that, I was working during the biggest financial crisis of the past few decades. This position helped me to be a better investment manager for people who had a wide variety of needs. During this time, I learned to never lose track of goals during tough times, as well as how to put people in a position to be financially successful during down times. While I was at Everest, I:• Developed the firm’s equity process to create a repeatable, disciplined investment approach to build both portfolios as well as analyze stocks.• Created and launched a Socially Responsible Investment product line, including the creation of a benchmark, security criteria test, and marketing material. • Researched and developed a commodity strategy for a hedge fund.. Show less

I managed money for high net worth indivduals and instutional clients around world. My primary focus was on global equities but I also worked on convertible bonds.

I was a portfolio manager on the international equity and convertible bond team. Also I was member of the investment committee.