My professional passion is helping individuals and families get the most from their money. Much of my career centered on generating alpha (beating a benchmark) for high net worth investors and big institutions. While relative performance remains incredibly important over time, my focus has evolved ...more

My professional passion is helping individuals and families get the most from their money. Much of my career centered on generating alpha (beating a benchmark) for high net worth investors and big institutions. While relative performance remains incredibly important over time, my focus has evolved to optimizing the necessary marriage of financial planning and efficient investing. My professional passion is helping individuals and families get the most from their money. Much of my career centered on generating alpha (beating a benchmark) for high net worth investors and big institutions. While relative performance remains incredibly important over time, my focus has evolved to optimizing the necessary marriage of financial planning and efficient investing. Specialties: Portfolio Management, Financial Planning, Investment Analysis, Separate Account Management Technologyless