With nearly 25 years of experience navigating global financial markets on behalf of clients, I have worked with investors across the spectrum—from high-net-worth individuals to the most sophisticated endowments and foundations. Regardless of their level of sophistication or investment goals—whether capital preservation or pure growth—I have always prioritized outcomes and a consultative approach over sheer asset growth.

Fluent in asset allocation and macroeconomics, I strongly believe in the power of sound, outcome-driven financial advice. My approach is rooted in deep client engagement—truly understanding their needs and aligning strategies accordingly.

Throughout my career, I have met with thousands of advisors, family offices, and consultants, gaining unique insight into the diverse landscape of investors. Having started my career at an RIA, I understand firsthand the challenges advisors face—balancing client service, referrals, financial planning, and investment management. Many independent advisors operate without the scale to maintain a dedicated investment staff, while family offices often specialize in certain areas and may benefit from broader investment support.

This dynamic has become even more pronounced with the rise of aggregator models and well-capitalized financial backers. 

Many firms now find themselves in a competitive landscape they never anticipated, with independent RIAs increasingly resembling the wirehouse models of the past.

As a client of an independent advisor myself, I understand the importance of selecting the right partners. With deep experience in asset management, I help clients cut through the overwhelming barrage of marketing materials from investment managers. My work with institutional investors has always been guided by one principle: doing what’s right—even when it didn’t directly benefit my firm or strategy.

I aim to bring this expertise, integrity, and client-first philosophy to a select group of advisors and investors. My goal is to enhance investment performance, sharpen portfolio positioning, and strengthen client relationships, ultimately fostering growth and loyalty.