Experienced investment professional with over 22 years of institutional and high net worth wealth management and financial advisory experience. CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute. Certified Financial Planner Board of Standards Inc. owns the ...more

Experienced investment professional with over 22 years of institutional and high net worth wealth management and financial advisory experience. CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.less