I am a seasoned and trusted advisor. I serve as the main point of contact to many of Pathstone's most complex clients and as a critical resource to mentoring junior colleagues. My disciplined nature and eye for detail has proven invaluable to ensuring an impeccable client service experience. I hold myself to the highest of standards for client care, working closely with my clients’ other centers of influence to ease any client burden. I also bring to each client relationship a distinct logic/emotion quotient to help clients make insightful decisions when difficult times arise. This unique quality serves my clients well as I customize financial solutions designed to meet thier individual needs and family wealth objectives.
Listed skills include Wealth Management, Alternative Investments, and Investment Advisory.