Before working with private clients at Morgan Stanley, I spent over a decade in the institutional investment world as a hedge fund portfolio manager specializing in long/short equity, derivatives, volatility and complex portfolio structures.
That experience shaped how I think about risk, liquidity and portfolio construction across market cycles.
It also revealed a persistent gap – individual investors often struggle to access and apply the types of strategies used by large investment managers within their own portfolios.
This is why I engineered my practice to apply purpose-built investment solutions to address real-world client needs:
- Moving Beyond the Traditional 60/40 Framework
Many investors sense that the traditional 60/40 framework may not reflect modern market conditions, but struggle to move beyond it because they are not familiar with how institutional portfolios are invested. To address this, I help clients allocate capital across four distinct roles – so they can engage with volatility intentionally, calibrate what they can tolerate, and evolve their portfolios deliberately over time:
Liquidity – to support flexibility and near-term needs
Stability – to help manage drawdown and timing-related risk Public
Growth – for long-term participation in capital markets
Private Growth – where appropriate, incorporating private investments for extended time horizons
- Turning Paper Wealth into Practical Flexibility
Clients with concentrated or illiquid assets are often substantially wealthy on paper, but face challenges when accessing that wealth without introducing unwanted friction. I work with clients to break down these situations into underlying constraints and design plans to improve flexibility in how wealth can be accessed over time.
- International Wealth Planning
International families often face complexities when establishing a U.S. financial footprint due to structural differences in how the financial systems operate. I help families diagnose and resolve these mismatches to improve how wealth is accessed and managed in the U.S.
Services Include
- Asset Management
- Alternative Investments
- Precious Metals
- Structured Products
- Business Succession Planning
- Wealth Planning
- Estate Planning Strategies
Securities Agent: AZ, NV, IL, TN, NY, NM, MA, IN, WA, VA, UT, OH, NH, GA, FL, TX, NJ, MD, DE, CO, SC, RI, MN, DC, CA, PA, OR, CT, SD, MI, HI; General Securities Representative; Investment Advisor Representative