At Morgan Stanley, I am an Alternative Investments Director and Financial Advisor with over 40 years of experience in the financial services industry. Within the 101 Discovery Group at Morgan Stanley, I focus on advising on asset allocation and structuring multi-asset portfolios for individuals, families, family offices, endowments and institutions, utilizing both long only and alternative investments. I leverage the intellectual capital of Morgan Stanley for strategic and tactical investment advice, as well as manager research and due diligence. I have broad ranging experience in finance. As a Principal in the Institutional Equities Division of Morgan Stanley, I worked with large multi-national mutual funds and state pension fund investors. As a Director in Barclays Wealth and its predecessor Neuberger Berman I worked with family offices, sovereign wealth funds, corporations and individuals on investment portfolios. I was a Partner/Managing Director of C.E. Unterberg Towbin in both institutional equity and private wealth, and a Senior Vice President/Portfolio Manager with Lazard Asset Management, working with Taft Hartley plans and corporations. NMLS#: 1472958 2021 Morgan Stanley Smith Barney LLC (MSSB), member SIPC (, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: Asset allocation does not guarantee a profit or protect against a loss in a declining financial market. The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.