Deliver tailored investment services to help clients work toward their goals. I use my experience to establish an integrated investment approach, offering asset allocation strategies and recommendations based on short-and long-term financial objectives, financial status and risk profiles.

Develop, communicate and execute tailored investment strategies for high net worth clients. Responsible for managing complex fiduciary, agency and individual retirement accounts, as well as alternative investment solutions. Work with a team of specialists in financial and estate planning, banking services and trust to help clients achieve their financial objectives.

Using my extensive background as an economist, investment manager, and client advisor, along with 35 years’ experience evaluating global financial markets, I managed and serviced diversified portfolios for high net worth individuals and families. Consistently demonstrate the ability to analyze U.S. and foreign economic, credit and political data in order to implement profitable investment strategies. Have created and executed various hedging strategies for clients with return maximization and capital gain considerations. Guide family meetings setting long term goals, strategies, and tactics.

Responsible for developing and implementing investment strategies for private wealth management firm and its clients. Actively managed multi-asset class investment portfolios for firm’s high net worth client families.Ran family meetings discussing various financial issues and formulating appropriate strategies.

Portfolio manager who provided proactive and comprehensive wealth management solutions for clientele of the South Florida Private Client Group team. Managed individual investment portfolios and serviced relationships with the goal of building trust and increasing client loyalty.

Senior relationship manager and investment specialist for Wealth Management Division. Extensive interaction with high net worth individuals, institutions, and fiduciary group; establishing risk/reward asset allocations and managing, servicing, and hedging associated equity and fixed income portfolios.

Managed established bond team, trading and making markets in fixed income products, for regional broker/dealer. Analyzed economic data from world’s major financial markets and advised clients and in-house staff on global fixed income and currency developments. Participated in marketing of the firm to clients and outside financial institutions.

Actively managed and serviced investment portfolios totaling in excess of $500 mil. for various high net worth individual clients and institutional clients. Provided research and advisory services to the Bank and its clients on financial market developments. Originated and maintained new accounts with view to global diversification. Co-managed several mutual funds sponsored by the Bank.

Managed fixed income area and oversaw the management of equity and foreign exchange activities. Investment and trading responsibilities with authority in cash, futures, and options products.