In a career spanning three decades, I have had the privilege to work with some of the highest quality colleagues and clients in the financial industry in my opinion. My professional background is broad and diverse. In my practice I help manage assets for Ultra High Net Worth clients that have distinguished themselves through entrepreneurial endeavors, astute estate planning strategies, and a commitment to philanthropic good works. I have been selected to the Barrons Top 1,200 Advisors in 2014 & 2015 and 1,000 Advisors in 2012 & 2013. The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of CA, CT, DC, DE, FL, GA, MA, MI, NC, NJ, NY, OH, PA, TN, TX, VA, WV, and WY only. Please contact me by e-mail firstname.lastname@example.org, phone 610-254-5772, or by mail 555 E Lancaster Ave, Radnor, PA 19087. I cannot respond to messages through LinkedIn.