Philadelphia, Pennsylvania, United States
Je travaille, donc je suis.
While at Glenmede, I managed investments and relationships primarily for families, trusts, and foundations with $10 million or more to invest. Many of these relationships utilized my experience in options and derivatives, to hedge or enhance their investments, if appropriate. Some have never used derivatives and never will. As lawyers like to say, "It depends." I have been a portfolio manager and fiduciary for over 30 years, after 6 years as an options and derivatives trader, and have worked with some families for over 25 years. My quotes: "Clients are smarter than Wall Street gives them credit for." and "Trust has to be earned; when it is, there is no greater compliment, or responsibility."
Investment wealth portfolio manager.