Retired Principal of a boutique financial advisory serving a limited group of private clients with Family Office services including investment management, trust management, family financial management and support of private company investments. Our philosophy and processes are refreshingly and distinctly different than the mainstream financial institutions. Board Member and active investor with private real estate team for over 30 years focused primarily on value-add multifamily properties with annualized returns over the three decades exceeding 20 percent. Retired from corporate life of providing strategic direction and direct execution of change-making initiatives for industry leading companies resulting in new products, new markets, new geographies as well as restructuring to survive market dislocations.
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