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Asset Management
Portfolio Manager

New 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


About the mentor

  • University of Miami
  • Cleveland
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Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

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