We are seasoned investment professionals with more than 30 years of experience in equity research, fixed income management, investment banking, and pension fund portfolio management. During our Board tenures, we have held seats on Endowment Investment Committees interfacing with some of the top ranked Investment Consulting firms in the world.

 

Our experience spans a variety of investment vehicles, asset classes, research & trading positions, and portfolio management responsibilities. Our investment expertise, our disciplined investment process, and the level of access & communication we bring to the client experience are what set us apart from other fiduciary family wealth management firms.

 

We look forward to visiting with you soon.