Principal, Registered Investment Advisor
CurrentInvestment Advisory Services. Allocate assets to equity, fixed income and alternate asset classes utilizing a top down approach: economic outlook/ sector outlook/ individual security selection. Investment Policy Statements are utilized to determine account objectives and detail relevant factors.Activities and Societies: Chartered Financial Consultant, ChFC 2001Level 2 CFA Candidate - CFA InstituteSan Francisco Chamber of CommerceSaint Andrews Society of San Francisco