Wealth management executive with expertise in the areas of portfolio management, private wealth management, institutional asset management, relationship management, business development, financial planning, financial analysis, estate planning, philanthropy, endowments and foundations, taxation, ...more

Wealth management executive with expertise in the areas of portfolio management, private wealth management, institutional asset management, relationship management, business development, financial planning, financial analysis, estate planning, philanthropy, endowments and foundations, taxation, legacy planning and family governance. Extensive experience managing equities, bonds, hedge funds, private equity, alternative investments, currencies, commodities, derivatives, and real estate. Specialties: Portfolio Management, Institutional Asset Management, Sales, Marketing, and Business Development, Hedge Funds, Private Equity, Private Wealth Management, Ultra-High Net Worth, Family Office Management, Portfolio Relationship Management, Corporate Finance, Accounting and Analysis, and Taxation.less