Wealth Advisor
I have an extensive background in concentrated position management, tech investing, options hedging and tax strategies, as well as startup investment banking and consulting. My focus is on private shares and concentrated positions, pre- and post-IPO or tender offer transaction planning, with deep consideration for investment, tax and estate planning to help clients work toward their financial goals.
Navigate joint financial decisions, tax strategies and legacy planning together.
High Earners Not Rich Yet - accelerate wealth building with strategic planning.
Guide the next generation in stewarding and growing family wealth.
Coordinate wealth planning across multiple generations of your family.
Strategic wealth management for top executives with complex compensation.
From startup equity to exit planning - guidance through every growth stage.
Preserve and grow family wealth across generations with thoughtful stewardship.
Maximize equity compensation with RSU, ISO and ESPP optimization strategies.
Navigate complex real estate investments, 1031 exchanges and property portfolios.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Comprehensive estate planning to protect and transfer wealth efficiently.
Strategic planning for business exits, sales and ownership transitions.
Optimize real estate investments including rental income and property strategies.
Structure, cash flow optimization and financial planning for business owners.
Principal | Head of Research & Trading
Trust Services Director
Director of Private Market Investments
Manager of Wealth Planning
Market commentary and investment perspectives
War, Private Credit Worries and AI Anxiety Weigh on Stocks
Market volatility spiked in the first quarter of 2026. A surge in geopolitical tensions, growing concerns about potential stress in private credit markets, and fears that artificial intelligence (AI) may disrupt certain industries combined to push the S&P 500 moderately lower to start the year.
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Required Minimum Distributions: A Guide to RMDs
Required Minimum Distributions (RMDs) are the minimum amounts the IRS requires you to withdraw each year from retirement accounts such as IRAs, 401(k)s, or similar plans once you reach a certain age.
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Stocks Extend the Bull Market Run in 2025
The S&P 500 opened the fourth quarter by reaching a new all-time high in early October. However, market volatility increased later in the month amid renewed trade tensions between the United States and China.
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