Throughout my career, I've held management positions in the financial services industry, where I've specialized in areas such as Risk Management, Portfolio Management, Alternative and Dynamic investment strategies, Global Equity Management. I incorporate environmental, social, and governance (ESG) ...more

Throughout my career, I've held management positions in the financial services industry, where I've specialized in areas such as Risk Management, Portfolio Management, Alternative and Dynamic investment strategies, Global Equity Management. I incorporate environmental, social, and governance (ESG) risk considerations into the investment decision-making process. When you add global and alternative markets to the investment and wealth planning process, you realize the investment world is not normally distributed and so I focused on understanding the risks and impact of global and alternative investments have on the investment and wealth management process. I have spent the last 35+ years specializing in risk management with a life long goal of making the complex simple! I am more than happy to share my experiences with you, please feel free to connect with me on LinkedIn. Specialties: ★ Chief Executive Officer / CEO Asset Management ★ Board Member ★ ESG: Environmental Social and Governance Expert ★ Strategic Planning ★ Team Building ★ Managing Complex Global Projects ★ Marketing and Sales ★ Integrity ★ Client Relationship Management ★ Global Branding ★ Budgeting, Profit and Loss ★ Problem Solving ★ Global Investment Expert ★ IWI Member: Investment & Wealth Institute, formally IMCA ★ Alternative and Dynamic Strategies ★ Wealth Management ★ Investment Management ★ CIMA: Certified Investment Management Analyst 1992-2022 ★ Investment Consultantless