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Portfolio Manager & Investment Advisor
To me financial independence means attaining peace of mind and the freedom to live the lifestyle of your choice.
You drive every aspect of my business - your need for growth, and concerns about risk, will shape my investment strategy; your expectations will set the standard for my service and your success will be my most important performance metric.
I look forward to partnering with you and guiding you on this journey. A meeting will help us determine if we have that good “fit” that will ensure a long, successful relationship.
After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.
The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.
President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.
Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.
