Our apporach is defined by our core philosophy of
THINK DIFFERENTLY
\\\ A little about me \\\
I enjoy the outdoors, particularly the mountains where you find our family out skiing through the winter, then as soon as the snow melts we switch to hiking for the summer.
Always accompanied by our dog.. who is first one out the door!
For the last decade I have worked in wealth management, looking after high new worth individuals, trusts, foundations and other institutions.
Encompassing the entire investment cycle from investment research, portfolio analysis and performance attribution, to portfolio construction and management.
Along the way, developing building technology and automation solutions discover new insights, facilitate operations and streamline processes.
Explore our core areas of experise.
Deep insights into global markets, secular trends and tactical opportunities.
Aligning strengths with structure to create precise solutions and highly efficient teams.
Infrastructure strategy, data reporting and analysis, workflow automation.
Use this link to find availability and schedule a call
or video conference.