Qualifications/Bio
Wealth Stack, Wealth Management EDGE Conference Guest Speaker, Hollywood, Florida.
Serving individuals, accredited investors and qualified purchasers, locally and nationally for over 27 years with a deep concentration in the interconnectedness of global financial systems, markets, fiscal conditions and more.
Exceptional Innovations:
Developed a unique proprietary process of global data sourcing, purification and prioritization as a starting point, free from outside influence. The process strives for the highest quality data inputs, interpretation, and conviction.
Created the infrastructure where the data process feeds a translation into usable views of economic and investment conditions. It's designed to enhance portfolio construction, advisory and outcomes.
Built a system of work in psychology beyond Behavioral Finance. There's far more to the story than simple behaviors to avoid. We highlight key qualities and necessities in behavior to enhance the path to your goals.
Adapted beyond Modern Portfolio Theory and Endowment Modeling, in portfolio construction and advisory. The early work was ground breaking and has allowed for the next level of insight.
Exceptional Institutional Exposure:
From decades of firm platform professionals, to management calls, on site visits and use in functional practice, the institutional immersion and perspectives add to the unique innovation beyond the herd.
Exceptional Path, Registered in 1997:
Events experienced: Long-Term Capital Management, Thai Bot, Russian Rubel, The Tech Wreck, Lehman Brothers, Bear Stearns, BNP Paraiba, Great Financial Crisis, A Pandemic, Fed tightening/easing cycles, recessions, bull markets, bear markets and more.
Each portion is unique and requires the expertise of having, not just been there, but carefully scrutinizing the conditions, while understanding the why and how it works.
Before moving to the independence of Summit in 2014, I was part of the merger path of A.G. Edwards, Wachovia Securities, and Wells Fargo Advisors where my focus was on planning, portfolio building, risk management and the differentiation of alternative investments in client portfolios.
Registrations:
Investment Advisor Representative, Cetera Investment Advisers, LLC, FINRA Series 7 Securities Registration, Series 31 Managed Futures Registration, Series 63 Uniform Securities Agent State Law Registration, SIE - FINRA Securities Industry Essentials Examination, as well as being Insurance Licensed.
Exceptional Early Business Foundation:
Prior to starting my career in the investment industry, I was part of running a business for over a decade. Having been inside this industry, as well as outside, I understand that the institutional investment concept is not common knowledge to most people. I specialize in helping to simplify your decisions while planning and investing.
Innovation began a long time ago: Pioneered institutional expansion, training and pricing formalization, purchasing modification, key budget insight programing, and pre-web bulk client contact.
Personal:
In what was formerly referred to as spare time, I can be found experimenting with ways to fit more flavors into healthy living, endlessly pursuing more data, and turning unknowns into knowns.
Life presents plenty of challenges, your portfolio should not be one of them.
Click to Start your journey today.