Managing Director, Investment Officer
Client Portfolio Team
As a Managing Director on our Client Portfolio team, my number one goal is to help clients understand that our vision of wealth creation requires a long-term view. It requires perseverance through market cycles, noise, fear, and volatility. I remind clients: legacy building can take decades.
I also drive our fixed-income analysis strategy. With 20-years of experience trading bonds and developing fixed income portfolio strategies, I help create negatively correlated, income generating strategies for our individual clients.
Our ability to work together is a competitive advantage. Markets move quickly – so we prepare in advance and are ready to act. No one wastes time writing a five-page report getting the team up to speed.
“If a company has revenue growth, we’ll look at it. We have a history of purchasing companies when a business model has yet to be fully proven. My work centers on helping clients understand new innovations and emerging industries.”
BA in Business Administration
with an emphasis in Finance
Seattle Pacific University
Edmonds Underwater Park Docent
PADI Scuba Instructor
Mentor, Seattle University
Comprehensive Portfolio Analysis