As a portfolio manager, I work with institutions, individuals, and families.
I have a long history of being dedicated to stay ahead of the markets having started my career in 1996, covering some of the world’s largest asset managers. I continue this market journey and seek to add value on a more personal basis.
As a qualified Family Enterprise Advisor, I am versed in the complexities that can come with family wealth. This can range from how to prepare and educate the next generation and communicating legacy intentions to protecting family unity.
My own values include equality, learning, and integrity.
Outside of work, I am the chief “dad joke” teller in our household and serve on two not-for-profit boards.
Watch On Demand – Family Wealth Transition Webinar Recording – With additional resources on how to have a smooth generational transition
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