With over 20 years experience in Financial Planning and Investment Management, and a position with the Portfolio Management Group at Morgan Stanley, I leverage my experience to provide research insights and customized portfolios a select group of clients. The sectors I work with include: INSTITUTIONAL CLIENTS: I offer mutual funds, hedge funds, RIAs and family offices access to capital markets research and opportunities including: research calls and commentary by analysts on specific sectors; global trading capabilities through Morgan Stanley Capital Markets, a dedicated sales trader and operations, legal and compliance teams; and private meetings with key influencers on specific trades. HIGH NET WORTH CLIENTS: I provide customized, goals-based planning for private clients, utilizing the full breadth of Morgan Stanleys offerings, including: financial planning strategies; custom portfolio management using goals-based investing; liability management; cash management and lending solutions; structured products; and alternative investments. BIOTECH & TECHNOLOGY CLIENTS: I am experienced in the needs and expectations of biotech and technology clients, from the pressure of raising money to get a product to market, to launching an IPO, including: creating an Investment Policy Statement; cash management; executive financial planning; investment banking; and introductions to bankers for companies launching an IPO. REINSURANCE CLIENTS: My depth of experience in reinsurance, with a particular focus in the auto industry enables me to provide: first-hand knowledge of insurance reserves, custom investment management of both reinsurance assets and surplus accounts (including those with multiple owners); cash management; personal investment management; and trust services through established relationships with third parties. 