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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
Retail sales surge in March
Jim Baird Wealth Management
Blog April 18, 2019 1 min read
Is the yield curve flashing a warning signal?
Jim Baird Wealth Management
Blog April 11, 2019 1 min read
Why not de-risk late in the cycle?
Jim Baird Wealth Management
Blog April 11, 2019 1 min read