A high-integrity Portfolio Manager and investment professional, with a 25+ year track record of building sustainable multi-generational client relationships and risk-adjusted investment portfolios for ultra high net worth individuals, families, owner-operations and foundation clients across generations. I bring a unique ability to deliver innovative strategies, improved portfolio construction, risk management, client care with clear and consistent communication and accountabilities through inter-generational wealth planning. A proven professional in the investment management industry who delivers on his word, through superior and exceptional client care. Possesses a reputation of accounta