A disciplined, relationship-led approach to portfolio strategy, risk, and long-term capital stewardship, built around the life behind the numbers.
My work sits at the intersection of investment discipline and personal context. I help families, founders, and senior professionals turn complex financial decisions into a clear, durable plan.
From institutional research to private-client strategy, each chapter shaped a more pragmatic way to manage wealth.
Advising HNW families and founders across allocation, liquidity events, and multi-generational planning.
Built portfolio frameworks, market views, and risk narratives for private wealth mandates.
Fundamental research across public equities, fixed income, and alternative strategies.
A focused set of services for people who want their financial life to feel coherent.
Map assets, liabilities, goals, liquidity needs, and risk into one strategic picture.
Ongoing allocation reviews, manager selection, rebalancing, and decision support.
Navigate exits, inheritances, concentrated positions, succession, and major capital decisions.
Representative engagements showing the kind of problems I enjoy solving. Illustrative figures only.
Rebuilt a concentrated equity position into a diversified, tax-aware liquidity plan while preserving optionality.
Aligned three generations around governance, spending, risk capacity, and a clearer investment policy.
Stress-tested liquidity and downside exposure before a period of major planned capital deployment.
Tell me what you're trying to solve. I'll come back with the right next step.