Thought leader on family office and alternative investment strategies. Investment professional with a unique combination of experience in both investments and relationship management. My career journey has taken me from a traditional Wall Street stockbroker to a bank relationship manager to ...more

Thought leader on family office and alternative investment strategies. Investment professional with a unique combination of experience in both investments and relationship management. My career journey has taken me from a traditional Wall Street stockbroker to a bank relationship manager to running multiple single family offices. I also spent time with a traditional money manager and also running hedge and private equity portfolios for institutional investors. I have consulted with hedge funds, venture capital, private equity and private credit strategies on strategy, operations, risk management, compliance and marketing. I now oversee all aspects of a single family office. Litigation Support - We have been providing expert witness services for law firms since 2015. We are focused on the financial services and investment management industries and have experience ranging from major Wall Street banks and brokerages to smaller independent advisory firms. Our expertise covers the full spectrum of traditional and alternative investments including venture capital, private equity, real estate and hedge funds. We are available to provide analysis, commentary, opinion, and strategy guidance for litigation matters related to fiduciary duty, business disputes, shareholder rights, securities, financial planning, and investment advisory services. Our full-service approach covers case preparation, analysis, expert witness reports, depositions and testimony during trial and for any appeals. Please DO NOT CONTACT to pitch unsolicited investments. We are not interested in cannabis, crypto or opportunity zone funds. Specialties: Investment Consulting, Family Office, UHNW Portfolio Management, Asset Allocation, Portfolio Optimization, Investment Management, Due Diligence, Expert Witnessless