As the Managing Partner at Asset Strategy Consultants (ASC), I lead a team of professionals who provide customized investment solutions and advisory services to a diverse range of clients, including foundations, endowments, corporations, and high-net-worth individuals. I have a CFA charter and a MBA in Finance, and over 25 years of experience in the financial services industry.My core competencies include asset allocation, portfolio construction, risk management, performance measurement, and client relationship management. I am passionate about helping our clients achieve their financial goals and objectives, while adhering to the highest ethical and fiduciary standards. I also serve on the board of two organizations that are dedicated to improving patient safety and empowering healthcare consumers.