Experience

• 

  Goldman sachs

  Aug 1999 - Feb 2002

  Private client services
• 

  Merrill lynch

  Feb 2002 - Feb 2005

  Private wealth management
• 

  Jetstream capital

  Mar 2005 - Oct 2011

  Director of client service

  Director of Client Service and Marketing for $500m l/s hedge fund.

• 

  Constellation associates, a division of btig llc

  Oct 2011 - Dec 2012

  Director

  Advise endowments, foundations, and wealthy families on the purchase of specific alternative investment products including private equity, hedge funds, and mezzanine real estate funds.

• 

  Steel vine investments, llc

  Jan 2013 - Apr 2013

  Partner
• 

  Kings point capital management

  Aug 2014 - Jun 2022

  Director

  Design and manage custom investment portfolios for wealthy families and foundations.

• 

  Wealth enhancement group

  Jun 2022 - now

  Vice president, financial advisor

  Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. For a list of states in which <I am/our advisors are> licensed to do business, please visit http://www.wealthenhancement.com. Свернуть