Financial executive with broad range of experience servicing high net worth individual clients and building businesses meant to service these individuals. Areas of expertise include asset allocation, manager selection in both traditional and non-traditional asset classes, concentrated equity management, portfolio construction and general wealth planning issues.Specialties: Asset allocation, traditional and non traditional asset class investing, high net worth advisory, dimensional fund advisors, etf, private equity, hedge funds, pimco, taxable investing, endowment approach
Listed skills include Investments, Asset Allocation, Hedge Funds, Private Equity, and 14 others.