Highly experienced and well-connected Wealth Manager with a passion for helping clients navigate complex financial markets.
I provide comprehensive wealth management services to ultra-high-net-worth private clients and their private foundations.
Many of my clients are successful entrepreneurs, particularly in the technology industry. I have found that entrepreneurs have especially high standards, demanding excellence across the board; yet, they have little time to manage their personal wealth, so they look to an advisor they can trust with every financial decision. I structure my practice around these needs. Entrepreneurs look to their businesses to make their money, and to their investments to preserve it. Accordingly, I adopt that conservative philosophy as well. Given my intensely hands-on approach, I work very closely with a small number of clients. Plus, with 12 years of experience at Morgan Stanley Private Wealth Management, I successfully navigate the vast resources of my firm, finding the best resources to match my clients' needs.
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