CONTACT US
Home > Private Banking, Investments Expert #46078

Massachusetts Private Banking, Investments Expert #46078

I have 9 years of experience, and specialize in the field of wealth management and private client services with specific knowledge in the areas of investment management, asset allocation and wealth preservation. I have published on such topics as retirement planning, modern portfolio theory and wealth transfer strategies. Over my career I have raised and managed more than $250 million of private client assets providing the full suite of wealth management and private banking services. In addition I’ve been involved with over 8 startup companies as either a founder, investor, business advisor or board director.

Request this expert witness

More Massachusetts Expert Witnesses

Or Click On Your State Below

CALL US NEAR YOU

Chicago, IL
(312) 620-1175
Dallas, TX
(214) 785-8955
Los Angeles, CA
(323) 545-0450
New York City, NY
(929) 468-2210
San Francisco, CA
(628) 239-2700
Washington, DC
(202) 908-4500