Extensive working experience with a retired and near-retired clientele to help them structure manage their portfolios in both the accumulation and distribution phases. Belief in a weak to semi-strong efficient market and, therefore, that a tactical allocation model coupled with minimal fees is the best way to improve portfolio performance. Specialties Retirement Income Distributions, Equity & Fixed Income UITs, Non-Correlated Investments, Concentrated Portfolios, Seperate Managed Accounts, Municipal Bonds read more ...
  • running
  • Lindsey Wilson College
  • Merrill Lynch
  • Office Manager
  • Director
  • Managing Director
  • It Specialist

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