I help a select group of RIAs and IARs grow and preserve their affluent and institutional clients wealth while creating an income plan for life and a legacy for beyond. As a private portfolio manager, I create customized portfolio strategies tailored to achieve successful financial outcomes for ...more

I help a select group of RIAs and IARs grow and preserve their affluent and institutional clients wealth while creating an income plan for life and a legacy for beyond. As a private portfolio manager, I create customized portfolio strategies tailored to achieve successful financial outcomes for advisors and their clientele. This is accomplished by combining the advisor’s comprehensive wealth management plan with state of the art portfolio analytics creating a goals based investment strategy. I consider myself an evangelist of sorts, as I enjoy sharing and presenting my investment theories as a featured speaker on volume analysis. I also enjoying publishing my research. Aside from winning the 2007 Charles H. Dow Award*, I am fortunate to have publishing and referencing partners such as Barron's, Stock's & Commodities, Futures and Active Trader magazines, The Financial Times, C-NBC, The Financial Intelligence Report, Market Watch as well as variety of technical journals. Kingsview Investment Management and I are committed to providing exceptional service to our clients. We have defined a process for each phase of our client’s life. We utilize industry best practices coordinating with our clients’ accountants and attorneys, encouraging a custom fit for their unique planning needs. Although my racing days are behind me, I still enjoy a good long run as well as other athletic activities such as basketball and surfing. I am blessed with a much loved bride and two adored children whom enjoy sharing quality time. *The Charles H. Dow Award was not based upon investment performance of any portfolio but rather the papers honored with the Award represent the depth of technical analysis. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use by residents of AL, CA, FL, GA, HI, IA, IL, IN, MD, MI, MO, NC, NH, NJ, NY, OH, PA, TN, TX, VA, VT, WI, only.less