Partner
CurrentIndependent investment advisor assisting clients with complex financial portfolios. Areas of expertise include asset allocation and investment strategy evaluation. Construct portfolios utilizing strategies including public equities, fixed income, hedge funds, private equity, venture capital, real estate, and real assets.Assist clients in formulating and implementing long-term strategic asset allocations designed to meet their objectives of expected return, risk tolerance, and liquidity needs.Continually identify and evaluate new opportunities, conduct in-depth due diligence, and make recommendations for client investment.