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 help 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 one of my highest priorities, and the securities of companies that are selected for inclusion in client portfolios are vigorously vetted. 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