With an extensive 45 years of experience in the financial industry, I am a Senior Managing Director at B. Riley Wealth Management, providing investment portfolio advice and management services to high-net-worth individuals, corporate executives, founders, and their families. This wealth of experience has given me a deep understanding of market dynamics, investor behavior, and modern portfolio construction. Additionally, I work alongside Gissett Cruz to ensure our clients receive the highest level of service and expertise.Our mission is to assist our clients in achieving their financial goals and aspirations by providing customized and comprehensive solutions to build, manage, and protect their wealth. We specialize in traditional investment management, including private equity and other alternative investments often unavailable through traditional wirehouses. We have chosen to partner with B. Riley because they share our focus on serving our client's financial well-being and offer a global network and resources. With these resources, we can offer our clients access to a wide array of products and services, such as personal and corporate lending, investment banking, trust and estate planning, global custody and prime brokerage, and cash management. We are committed to building long-term and trusted relationships with our clients based on transparency, integrity, and consistent performance. Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit: www.brileyfin.com/capabilities/wealth/disclosures