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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
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Article September 20, 2017 1 min read
Consumer sentiment slips to lowest level this year
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Market perspectives
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Construction, the economy and the outlook for Michigan
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Podcast August 16, 2018 9 min listen