Senior Managing Director And Principal
CurrentI have been running the Aspen location of ECAM for six years building portfolios for individuals, families, trusts, foundations and endowments. We know all of our clients on both a personal and professional level. When I decided “to open my work to the public” and join a firm, I did a lot of due diligence. I have not looked back. As a long-time local, I’m very happy to provide excellent services and a personal touch to the community. With three investment managers and the dedication of… Show more I have been running the Aspen location of ECAM for six years building portfolios for individuals, families, trusts, foundations and endowments. We know all of our clients on both a personal and professional level. When I decided “to open my work to the public” and join a firm, I did a lot of due diligence. I have not looked back. As a long-time local, I’m very happy to provide excellent services and a personal touch to the community. With three investment managers and the dedication of five additional team members, we manage more than $500 million. As fiduciaries, we choose to be held to a higher standard than what is merely "suitable" for our clients. With no quotas, products, or incentives to push a particular investment - we help our clients by always doing what is in their best interest. I couldn't do it any other way.I enjoy working with a variety of clients and especially like working with non-profits and endowments to help ensure sustainability of the terrific work that they do in our community. Show less
