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 Bondsread more ...read less ...
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Lindsey Wilson College
Merrill Lynch
Office Manager
Director
Managing Director
It Specialist
Sales Executive
Executive Director
Merrill Lynch & Co.
Chief Sales Officer
Mis Manager
Finance Executive
Pax Division Of Merrill Lynch
Senior Vice President & President-merrill Lynch Pacific Rim
Executive Vice President And Head Of Global Sales And Trading
Financial Advisor At American Express Financial Advisors
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