Managing Partner
CurrentAssists SFO in investment implementation, trading decisions, reporting and systems to manage these and other processes. • Travel abroad, attend a variety of summits and conferences worldwide (Baltimore, MD, Kansas City, KS, Nicaragua, France, and Zurich, CH) meeting with professionals to help family business focalize and discover interests on reliable, stable investing niches• Manage trading and wealth portfolios with other directing members while overseeing strategic asset allocation decisions for the family office, always conducting extensive due diligence on funds presented• Strategically prepare for new development changes within the family office structure while continually following up on current investments, managing interpersonal dynamics, and navigation of complicated tax advances