As an Investment Advisor and Portfolio Manager I help high net worth families articulate and accomplish their life goals. One of the most important aspects to my role in working with clients is to understand their history and their vision, and to re-engage them regularly to determine if any significant changes have occurred. By doing this we can create a comprehensive wealth management strategy and determine appropriate adjustments over time. I am a Chartered Financial Analyst with over 30 years of successful investment industry experience. I truly enjoy discussing capital markets and the dynamic economic and investment landscape so that my clients and I can make educated investment decis