I am a Managing Director Investment Officer in the Bay Area office. I was born in Pittsburgh, PA and a graduate of Duquesne University with a Bachelor of Science in Business Administration and majored in accounting. I work with a select group of individuals,families,businesses and institutions to ...more

I am a Managing Director Investment Officer in the Bay Area office. I was born in Pittsburgh, PA and a graduate of Duquesne University with a Bachelor of Science in Business Administration and majored in accounting. I work with a select group of individuals,families,businesses and institutions to help them Build,Manage,Preserve and Transition there wealth. I entered the Investment industry in 1987, just in time to watch the Dow Jones Industrial Average decline 34%. This allowed me to develop a framework and approach to survive the stock markets ups and downs. I believe in taking a flexible approach to investing. I look to capitalize on opportunities available in all areas of global markets and then adjust those strategies to each clients needs.less