Carl is the charismatic, forward-thinking leader of the team. The combination of his research background, over a decade of experience advising clients on their investments and wealth planning, and an uncompromising commitment to always seeking out cutting-edge or simply better investment solutions make him ideally suited to consult on your complex financial affairs. An independent thinker and never the one to follow the herd, Carl has often found himself being the originator, collaborator or at the very least an early adopter of many of the investment products and services that eventually found their way to becoming widely accepted as best practice solutions in the industry. The integration of prudent investments and composite optimized asset structuring is what Carl is best known for.
