About Me

My practice is based on the goal of replicating how the top-performing endowments, foundations, and institutional money managers developed portfolios designed to consistently and significantly outperform the market indices. It became obvious that institutional managers have two big advantages over even the most sophisticated investors. The institutions may have access to lower overall fee structures and top-tier money managers. The result: institutional portfolios typically outperform individual portfolios.

I have combined what I believe to be the best practices of the institutional investing world with those used by the most sophisticated investors. I create unique strategies for each client tailored to their specific risk tolerance, needs, and goals, and I do it with transparency, independence, and focus on what is best for my clients.

I offer clients an impressive depth of expertise in asset management, insurance, and issues surrounding estate planning. During my more than 35 years in business, I have provided comprehensive financial guidance to individuals, families, businesses, medical practices, foundations, and endowments. I hold the Certified Investment Management Analyst® designation from the Investments & Wealth Institute following coursework through the Wharton School of the University of Pennsylvania.