Develops and executes investment strategies in accordance with objectives that have been established in consultation with each individual client. Delivers integrated advice and solutions in building customized portfolios on a risk adjusted basis. Utilizes a wide range of investments in managing Investment Management Accounts, Fiduciary Accounts and Individual Retirement Accounts. Works with an experienced team of specialists with expertise in estate planning, banking services and various types of trusts to help clients achieve their financial goals and objectives.