From simple and conservative fixed income portfolios, to an array of diversified total return portfolios, to complex and sophisticated options strategies centered around concentrated stock positions, I have the resources and expertise to effectively manage a variety of portfolios. By limiting the number of clients I serve, Im able to focus my time and attention on taking care of the unique needs of an affluent clientele consisting primarily of professional athletes, corporate executives, family offices, and current and former business owners. For information on honors and awards I've received, please visit my website. Specialties: Private Wealth Management, Portfolio Construction & Analysis 