I provide outsourced investment solutions for families and institutional investors. With 35 years of experience in the financial industry, I have extensive expertise in complex, multi-asset portfolio construction and oversight, as well as sourcing and implementing alternative investments. I am ...more

I provide outsourced investment solutions for families and institutional investors. With 35 years of experience in the financial industry, I have extensive expertise in complex, multi-asset portfolio construction and oversight, as well as sourcing and implementing alternative investments. I am passionate about values-aligned investing to direct capital to public and private companies who contribute to human flourishing. For over three decades, I have assisted non-profit institutions in the growth and development of their charitable mission offering access to a wide array of philanthropic services. I have a proven track record of executive leadership, revenue and AUM growth, and client satisfaction. I have been recognized by Barron's as one of the top 100 financial advisors and one of the top 10 institutional consultants in the U.S. I co-founded Graystone Consulting, a leading institutional consulting business now at Morgan Stanley, and established and managed a team that supervised over $5 billion for 50+ institutional clients. My wife and I are deeply committed to serving at-risk people at a local, national, and global level.less