After over three decades on Wall Street, I realized that my clients needed innovative, personalized solutions to wealth management, which the wirehouses rarely offer. Independence allows me to create bespoke solutions for my clients to help them achieve their goals. I’m passionate about understanding my clients needs, anticipating how they may change over time, and providing ongoing support for all of their endeavors. Day to day, I’m meeting with clients, keeping myself abreast of their goals, providing them with updates on their current investments, or presenting them with new opportunities that I believe will help them. I’m very active when it comes to communicating with our partners and keeping myself highly informed on the market and current events.
I graduated from the University of Florida with a degree in political science and went on to get my MBA from Florida Atlantic University. I began my career in 1993 with Morgan Stanley and later worked for Lehman Brothers and UBS. In 2015, I founded Las Olas Capital Advisors and co-founded Las Olas Venture Capital in 2016.
Outside of work, I stay active by hosting morning CrossFit workouts 3 times a week in my neighborhood.... Read More
