I retired as Chief Investment Officer at Pepperdine University, where I oversaw endowment growth from under $50 million to $1 billion over 32 years, to become President and Chief Investment Officer of Highgate Financial Partners. We specialize in customized financial planning and investment ...more

I retired as Chief Investment Officer at Pepperdine University, where I oversaw endowment growth from under $50 million to $1 billion over 32 years, to become President and Chief Investment Officer of Highgate Financial Partners. We specialize in customized financial planning and investment solutions for a wide range of individual clients.less