UHNW Investment Advisor

Skills

UHNW Client Management Alternative Investments Private Equity Family Office Services Estate Planning Tax Strategy Philanthropic Planning International Investments Complex Structures

Education

MBA in Finance, Columbia Business School
BS in Economics, Duke University

Certifications

• CFA Charter
• CFP
• CAIA
• CPA

Specialized advisor focused on ultra-high-net-worth families and complex wealth management solutions.

• Managed relationships for families with $100M+ in assets
• Structured complex alternative investment portfolios
• Developed multi-generational wealth transfer strategies
• Coordinated with family offices and institutional partners
• Implemented sophisticated tax optimization strategies