I work with primarily with wealthy families and individuals, as well as foundations and endowments. Drawing on over 30 years of experience in a variety of positions (hedge fund COO, portfolio manager, research analyst and market maker), I build portfolios that are designed to outperform over the long run using a value investing approach based in the philosophy of Benjamin Graham and David Dodd of Columbia Business School. Preservation of capital is the highest priority, and the securities of companies that are selected for inclusion in client portfolios must have a margin of safety at purchase. I use the considerable resources of Morgan Stanley's platform to deliver value to my clients via access to bespoke offerings and financing capabilities.
Securities Agent: DE, NJ, CA, CT, AZ, NY, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1475836