I recently joined Fi3 Financial Advisors, LLC after nearly 35 years in the financial services industry, including 27 at one of the largest independent wealth management firms in the country, where I served as their Director of Investment Research. My experience includes educating and advising wealthy families and institutions on a broad range of sophisticated investment solutions, spanning traditional and alternative asset classes. I currently hold the Chartered Financial Analyst (CFA) designation and was formerly a Certified Financial Planner (CFP) certificant.