As a Principal and Co Chief Investment Officer at LVW Advisors, I have over 34 years of experience in the financial industry, providing holistic and structured wealth management services to affluent families, non-profit organizations, and private institutions. I am a Certified Investment Management Analyst (CIMA), which demonstrates my advanced knowledge and skills in designing and implementing customized investment strategies that align with our clients' needs, goals, and dreams.My mission is to help investors pursue something beyond wealth, by leading a team of professionals who are educated, experienced, and energized, and who share our purpose of understanding and championing our clients' best interests. I am also an advisor, educator, author, and coach, who strives to inspire confidence and empower investors to look beyond money to the opportunities that wealth allows them to seek and enjoy. I have been recognized by the Financial Times as one of the top 300 independent advisory firms in the country, and I have contributed to multiple publications and podcasts on wealth management topics.
Listed skills include Portfolio Management, Wealth Management, Financial Advisory, Investments, and 14 others.
