 Profile
Twenty-five years of investment management experience, combined with CFA and MBA credentials. Although business development, marketing and relationship building/management is where I excel, the caliber of my general management qualifications make me a valuable addition to the firm’s leadership team. Proficiency in conceiving, developing and executing business plans and marketing strategies. Consultative, relationship “sales” is my forte. Exceptional, and consistent, performance in generating, growing and retaining business. The retention rate among my clients has reached and remained at nearly 100%. Skill in coordinating various investment vehicles in a manner that optimizes my clients’ current and future position. Extensive experience in portfolio construction and management. I have excellent timing, acute business sense and a comprehensive understanding of the market.
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