Gary is the Chief Investment Officer, Managing Member, and Co-Founder of Accretive Wealth Partners. He is also a CFA Charterholder®, a CFP® professional, and an MBA with an Asset Management concentration from the Darden School of Business at the University of Virginia. As CIO, he is primarily responsible for managing client portfolios and making investment decisions. Gary is also Chair of the Investment Committee, which involves the oversight of AWP's investment strategies, review of holdings, and due diligence of new investment opportunities. Accretive Wealth Partners is a fee-only firm. We are fiduciaries that put our clients’ interests ahead of our own. We do this through our consultative approach in working with clients and taking the time to understand what’s important to them. Our experience is what allows us to proactively engage our clients in helping them navigate their financial lives.A Registered Investment Advisor. Visit our website www.accretivewealthpartners.com for important disclosures.