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Asset Management Portfolio Manager
Asset Management Portfolio Manager
New mentor!
Member since 2015
  • Cleveland
About the mentor
  • Investment professional with experience employing value-based investment strategies for a broad array of clientele to manage their investments and preserve their wealth
  • Currently owns and operates an independent money management firm with clients in over 25 states
  • Provides comprehensive investment management services to individuals, retirement plans, trusts, and charitable foundations
  • Serves as a fiduciary to clients by providing fee-only investment counsel
  • Has been quoted and featured in various investment articles and publications
  • Serves on the board of several organizations and non-profits
  • University of Miami
  • Expertise
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