Managing Director & Investment Officer
Client Portfolio Team
As our marketing and client relationship lead, I communicate market complexities in clear, uncomplicated terms. My team takes pride in sharing investment decisions and strategy in a straightforward way.
Building trust requires honesty. We’re an open book; clients are free to know the steps we take and why.
We see through short-term volatility and emotional headlines. Our focus is on the underlying progress of companies – even if the short term is bumpy.
The people here are genuine in their artistry. It’s dangerous to say there is art in financial management, because people think you’re leaving it up to chance. But this team is made up of true artists – leaders with an uncanny grasp on their craft.
My love of wine is a source of constant education and experimentation. I have aspirations of building wine cellars for friends and family, along with spreadsheets that keep track of maturity and increasing value.