Portfolio Manager | Alternative Investments Director | FPS ® | Financial Advisor, The Harbor Legacy Group at Morgan Stanley

Serving high net worth individuals and business owners, I am dedicated to providing my clients with outstanding service and the finest individually tailored approach to financial and investment strategies. At the heart of my philosophy is a passion to earn each client's trust and respect through working hard with integrity and transparency and to build enduring relationships. I take the time to know each client as an individual and as an investor, focusing on what matters most to them and how they think and feel about investing. I work with clients to establish personalized goals, to prioritize those goals, and to develop a plan to most effectively pursue those goals. Committed to frequent and clear communication, I talk and meet wtih clients regularly to assess progress and adjust strategies as necessary.