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. Morgan Stanley Private Wealth Management is a division of Morgan Stanley Smith Barney LLC ("MSSB"), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms: http://www.ms.com/mssbemail.html

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