I have been professionally managing money for individuals for 37 years. Our firm's investment objective is to grow the value of a portfolio involving the use of stocks, bonds, and options. We use options to generate additional cash flow along with a conservative return on an equity portfolio. Our firm also advises their clients in the area of estate planning. We believe Uncle Sam should not be the largest beneficiary from a families estate. The heirs should inherit the wealth. Presently I am the president of a yacht brokerage firm named Universal Yacht Sales. We are a small firm offering specialized "Concierge" services to our clients. We simplify the purchase and/or sale of a new or used yacht. We also assist in the daily management of our clients yachts. Lastly, we help those clients that would like to place their yachts into a charter program.Prior to the creation of Universal Yacht Sales I was the past president of United Yacht Sales, a very large yacht brokerage firm with 130 brokers located in the United States.I also enjoy my leisure time. I like to fish, dive, snorkel, eat, drink, and sleep a little when I'm not sitting at a desk staring into a computer monitor.Specialties: Pretty good at reviewing an income statement. I try to stay calm when a storm is brewing, and work hard at enjoying life. I enjoy negotiating and mentoring a broker with a yacht transaction. I believe it is better to make a piece of something than all of nothing.
Listed skills include Yachting, Negotiation, Boating, Sales, and 12 others.
