I’m a Managing Director with over 30 years of experience helping clients seek returns through exceptional customer service and guidance for investment products. I provide clients with proactive and keen insight into market dynamics and individual characteristics of equities, debt, and alternative investments that result in timely advice. I pride myself in anticipating needs, solving problems, and following through on commitments to clients. Here’s some of the advantages of working with me:• Through me, my clients gain access to Private Equity which offers retail investors many of the same opportunities as institutional investors and corporations.• I analyze market trends and develop strategies that seek to capitalize on market shifts and broad market moves• I assist all of my clients with understanding appropriate investment strategies and products to meet their long and short term goals• I research clients standing to generate a “big picture” assessment of their holdings and goals – which allows me to best service their account• I provide technical expertise and guidance for purchasing individual securities and investment products• I help clients understand their asset allocation strategy and convert existing investments to align with their changing financial goals• I help worthy companies raise capital through private placements and public offeringsI also work with and mentor a team of highly successful representatives who share my vision and dedication to ethical practices and client service. I organize professional and social events that enhance my relationship with clients.