PROFESSIONAL PROFILE
As a financial advisor with more than 10 years of experience in Boston, Frankfurt and Atlanta, I advise a diverse clientele of affluent individuals, businesses and institutions in all areas of wealth management.
Individuals and Families
-Customized asset allocation
-Education planning
-Estate and trust planning
-Retirement planning
-Securities-based lending
Business
-Capital management accounts
-401k and Pension services
Nonprofit Institutions and Foundations
-Philanthropic gifts planning
-Grant leveraging
Above all, my primary focus is to help clients preserve and optimize their financial wealth through customized investment strategies and exceptional, unbiased service. I conduct regular reviews with clients to help them monitor their progress toward reaching their goals and keep their strategies consistent with any changes that may take place in their life and/or business.
MBA – 2003 University of Cambridge, England
MA – 1999 Boston University
BA – 1997 University of Chicago