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.
I’m known for my knowledge of ever-changing markets, the fast pace at which I learn new things, and my ability to help clients identify investment opportunities that can help them achieve their goals. Colleagues as well as clients appreciate my relentless attention to detail and my broad technical investment background.
I started with PMFA on the investment research team in 2005. I believe some of my greatest accomplishments with Plante Moran are being involved in the substantial build-out of PMFA’s alternative investment capabilities and helping to develop our incredible team of analysts.
I belong to the CFA Institute, the CFA Society of Detroit, the Investments & Wealth Institute, and the CAIA Association. I earned my B.B.A. from the University of Michigan
I love yoga, reading, cooking nutritious food, and spending time with family and friends.
