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Experience

I specialize in educating clients on alternative investment strategies, so they’re well-versed in the potential role they could play in their portfolios and aware of the risks associated with them. My clients are primarily ultra-high-net-worth and high-net-worth individuals. In addition, clients appreciate that I look for opportunities to discuss new strategies with them, as well as act as a sounding board, offering my opinion about strategies they’re considering, including those presented by outside parties.

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Specializes In

I was a vegetarian for 10 years.

Additional Thoughts

Private markets highlights from H1 2017
Mark Corombos Wealth Management
Article September 20, 2017 1 min read
Hurricane Florence weighs on September Retail Sales gain
Jim Baird Wealth Management
Blog October 15, 2018 1 min read
Consumer sentiment slips moderately in October
Jim Baird Wealth Management
Blog October 12, 2018 1 min read
PMFA special commentary: “Why now?”
Jim Baird Wealth Management
Blog October 12, 2018 1 min read