I recognize that people are sometimes intimidated by financial markets because of complicated jargon or a lack of experience. I like to take the time and explain investment positioning and performance in simple terms and adapt a portfolio to an individual’s needs and goals. In other words, I like to democratize investing.
Known by my clients and colleagues as genuine, transparent and professional, I take a disciplined approach to portfolio management with a clear, objective and long-term methodology tailored to clients’ unique goals. I take pride in building meaningful, long-term relationships with my clients, most of whom are high-net-worth individuals and families, high-earning professionals and sports professionals.
