Founder, strategic advisor and career portfolio manager and analyst leading research and portfolio management teams emphasizing evaluation and utilization of boutique investment managers and exchange traded funds in globally asset allocated portfolios. Extensive experience with individual, family, ...more

Founder, strategic advisor and career portfolio manager and analyst leading research and portfolio management teams emphasizing evaluation and utilization of boutique investment managers and exchange traded funds in globally asset allocated portfolios. Extensive experience with individual, family, philanthropic and institutional investors over a career spanning 30+ years with industry-leading insurance, asset management and wealth management organizations. Also a recognized subject matter expert in the area of Environmental, Social and Governance (ESG) as well as positive impact investing with a growing focus on regenerative systems and economies. Founded a company serving the needs of professional musical performing artists and a boutique record label exploring emerging artists and lesser known concert works. Was a founding member of and served as a board member for numerous community and professional performing arts organizations in addition to being a regular performing artist on clarinet and saxophone for over 30 years.less