With nearly 40 years of institutional experience, I enjoy advising my clients on the intricate details of their wealth, building a customized portfolio to help them achieve their goals, while educating them about the markets. My experience is supported by a diverse background in capital markets and institutional equities, including senior positions at Bank of Montreal, Lehman Brothers and PaineWebber, as well as international assignments in London, Tokyo, and Hong Kong. I became a Financial Advisor in 2017 to work more closely with individual investors and share my institutional knowledge, a point of differentiation that I offer my clients and colleagues. My experience working with portfolio managers and analysts offers a broad perspective on the world of active money management and underscores my ability to provide insights in the ongoing management of my clients investment portfolios. At The Falcon Point Group at Morgan Stanley, we are dedicated to helping you understand your total financial picture, while navigating challenging markets. We find it very satisfying to take the complexity a client brings to us and transform it into a personalized investment strategy that brings simplicity and organization. We are proud of the premium level of care we deliver and welcome the opportunity to provide this same level of excellence to you. To learn more about our practice, please call me directly at (212) 271-0680 or visit our website at https://advisor.morganstanley.com/falcon-point-group 