I have more than 20 years of experience serving clients in complex sectors of the financial services industry. I am an Investment Strategist and Financial Advisor at CAPTRUST Based on my capital markets experience, my approach to portfolio construction is more institutional than retail in nature. That is, depending on the client’s objectives, in addition to traditional public equities and fixed income investments, I also consider the use of hedge funds, private lending, venture capital, and private equity in client portfolios. Every client is unique and, therefore, every client deserves a bespoke portfolio that draws upon a broad universe of potential investments that is customized to the