I am part of Institutional Client Services at Rareview Capital, a registered investment advisor and ETF sponsor. Above all else, I champion goals-based investment management.. I work with Registered Investment Advisors, family offices, and affluent individuals to enhance income and cash flow, ...more

I am part of Institutional Client Services at Rareview Capital, a registered investment advisor and ETF sponsor. Above all else, I champion goals-based investment management.. I work with Registered Investment Advisors, family offices, and affluent individuals to enhance income and cash flow, manage sector or interest rate risk, protect purchasing power, maximize tax efficiency, and improve diversification. Our team brings decades of institutional experience from the largest and most well-known trading firms historically recognized for their fixed income prowess. Providing innovative solutions is our focus. To explore how we can potentially help achieve your goals, please contact me. Specialties: Income, Income Solutions, Closed-End Funds, Fixed Income, Fixed Income Analysis, Interest Rate Policy, Liquid Alternativesless