Managing Principal And Fundamental Choice Portfolio Manager
CurrentWe opened our Family Office focusing on Multi Generational Wealth Management in March of 2016. My team came from Morgan Stanley where I had been working for 17+ years. I joined Dean Witter back in 1999 and after working through several mergers and acquisitions felt it was time to move on to a new chapter in my career working with families in wealth preservation and assistance in their estate planning strategies. Our client segment consists of 3 categories. Multi Generational Families, Business Owners and Professional Athletes.