How can you best position your investments in 2014? I discuss JPMorgan's view on the current market environment as well as how to best enhance and protect your investments this year.
I provide comprehensive asset management strategies to my clients achieve their long-term goals. My broad client base includes retired individuals and executives in the later stages of their careers, entrepreneurs, and clients with a broad range of investing experience. My approach is to take a holistic view at each client's entire financial picture, from their insurance needs, to their investments and real estate holdings. My objective is to be a trusted, impartial advisor who is there to support and guide my clients.
I have more than 20 years of experience in the financial services industry. Prior to joining J.P. Morgan Securities in 2009, I worked at Credit Suisse (2001–2008), and before that, at Hambrecht & Quist (1998–2001). I began working as a Financial Advisor at Merrill Lynch in 1993, but my first industry experience dates back to 1988, when I interned at Bear Stearns while attending college, before moving into corporate finance.
I received a B.A. in Finance from San Francisco State University. I am an accomplished skier. When I'm not on the slopes, I'm, a wine enthusiast and an adept chef, spend time in wine country, learning the craft, or explore the newest restaurants in San Francisco and Northern California.
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