As a Private Investment Management (PIM) portfolio manager, Wells Fargo Advisors has certified me to independently manage client assets based on experience, knowledge and commitment to service. Whether you are planning for retirement, your child’s education or preserving your estate for your heirs, I work closely with you to understand your needs while maintaining the focus and discipline necessary to guide your portfolio.

I carefully study the events that shape your life and goals, as well as those trends and developments that impact the global investment environment, drive our economy, and ultimately affect your portfolio’s performance. The depth of Wells Fargo’s resources enables me to access investment ideas and analysis throughout their affiliates.

Being a PIM Portfolio manager enables me to provide:

 Discretionary asset management from an experienced portfolio manager.

Customized investment strategies tailored to client’s needs.

Disciplined investment process.


1994 - 2006: Legg Mason 
2006 - 2009: Citi Group, SmithBarney
2009 - 2021: Morgan Stanley
2021 - present: Wells Fargo Advisors

 
BA Economics: George Mason University


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The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account for this program is $50,000.