I work collaboratively with clients to provide tailored investment management solutions. I leverage a wide range of investment capabilities to help clients design plans that are consistent with their financial goals. My role is to educate and clarify. Successful investing requires both management of returns and management of risk. I love helping smart people make educated decisions. Some of my strengths include: Discovery. Understanding the needs of clients, from the goals of high-net-worth families to the Investment Policy requirements of institutions. In-depth knowledge of relevant market issues, the competitive landscape, and expertise in products such as mutual funds, variable annuities, socially responsible investments, private equity, equity and fixed income offerings, limited partnerships, and alternative asset strategies. I have extensive financial services experience, working with high net worth families to achieve goals and objectives in the areas of growth, risk management, preservation and transfer of wealth. My expertise includes investment management, financial planning, alternative investments, regional sales management, regional wholesaling of investment products, and national account support of Advisor Consultants and Wealth Management Advisors. The financial world is dynamic and evolves quickly with global change on an almost daily basis. It is important to focus on constant improvement through education, mentoring, and coaching. Innovation requires awareness, honesty, and a willingness to change both processes and oneself. Those who can will always be able to adapt, manage risks, and take advantage of new opportunities. Please connect with me on LinkedIn or call me directly at 312-401-4904. 