As a Wealth Advisor, I bring a comprehensive approach to wealth management, specializing in navigating complex life transitions and multi-generational wealth planning. With expertise spanning family office services, trust services, divorce financial planning and cross-border strategies, I provide thoughtful guidance tailored to each client’s unique circumstances.
Coordinate wealth planning across multiple generations of your family.
Integrated oversight for complex, multi-generational family wealth structures.
Compassionate guidance through financial transitions after loss.
Sophisticated wealth strategies for C-level executives and their families.
Navigate liquidity events, equity compensation and business transitions.
Preserve and grow family wealth across generations with thoughtful stewardship.
Sophisticated strategies for alternative investment professionals.
Managing irregular income streams and building lasting wealth in entertainment.
Specialized expertise where I deliver the greatest value
Strategic planning to preserve and transfer wealth across generations.
Professional trust administration and fiduciary guidance.
Comprehensive financial planning tailored to the unique needs of small business owners.
Expert guidance for clients with international financial considerations.
Navigate the financial complexities of divorce with clarity and confidence.
Principal | Head of Research & Trading
Trust Services Director
Director of Private Market Investments
Chief Wealth Officer | Head of Family Office
Senior Wealth Planner
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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