As a Partner and Senior Portfolio Manager at Bristlecone, I work with high net worth individuals and their families to develop customized investment strategies that balance my clients' current income needs with long-term appreciation and growth strategies. Trustworthiness, confidentiality and reliability are all as vital to me as they are to my clients. They know they can rely on me to provide technical investment modeling and portfolio construction services with honesty and integrity. Working closely with this diverse range of clients is what makes my job interesting and exciting. Some of my clients have already created their wealth. For them, wealth preservation, controlling risk, and port