Gainesville Metropolitan Area
My value proposition is finding and implementing investment solutions appropriate for the goals of individuals and institutions. My investment experiences range from institutional portfolio management and analysis to private wealth investing across multiple asset classes for HNW and UHNW clients. I am contrarian by nature, but flexible enough, I hope, to incorporate the wisdom inherent in having humility. My frameworks for viewing investments reflect this. As always, goals drive investment choices. A key understanding of this forms the foundation of operating under a fiduciary standard of care and responsibility.