Wealth Advisor
CurrentIndependant Business Owner-R.I.A.Sr 7,63 & 65- 3 x Awarded Boston Magazine's Five Star Wealth Manager,2010,2011 & 2012Clientel-Private Business Owners- Multigenerational Guidance--Customized Financial & Portfolio Solutions-Pvtly.Held Business owners-Family Offices,Trusts,Foundations-Globally Diversified Investment Style-Employs 20 Asset Classes Plus Gold, Oil & ETF's to Achieve Absolute Returns w/Lower than Market Volatility.Includes Pvt.Placements in Real Estate,Energy,Other Alternatives, IPO's,Hedged and Structured Investments as Appropriate-