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Asset Management
Portfolio Manager

Excellent
5
2Sessions Completed
  • 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

Expertise

    About the mentor

    • University of Miami
    • Cleveland
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