My group provides integrated portfolio management and wealth advisory services to high net worth families and corporate clients. As a Senior Portfolio Management Director, I develop and maintain the investment portfolios of our clients.Our focus areas include Financial Goal Analysis, Custom Portfolio Management, Estate Planning Strategies and Portfolio Risk Assessment.Interests:In my free-time, you will find me keeping up to date on behavioral finance and quantitative analysis, enjoying adventure sports or playing USTA tennis matches.©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlMSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. The individual mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.NMLS#: 1301138

Designed and managed custom investment portfolios for families and corporations.