I have been fortunate—through both hard work and learning from experience—to gain knowledge about investment risks and rewards over the years. One of my favorite quotes is from Albert Einstein: "Information is not knowledge. The only source of knowledge is experience. You need experience to gain wisdom."
Much of that experience has been the result of living and working through a number of bear markets and stock market bubbles including: 1987 Crash (Black Monday), 1990 Gulf War, 1999-2002 Internet Stock Craze (Dot Com Bubble and Burst), 2007 – 2009 Great Financial Crisis (Subprime Mortgages), 2020 – 2021 Covid Stock Panic and Recovery, and 2022 Post Pandemic Inflation Crisis.
Some highlights from my career: I was recruited in 2004 to lead the US Fixed Income Investment Team for a large Swiss bank. From 2008 – 2014, I managed portfolios for a Global Macro Hedge Fund in New York where I earned a partnership. More recently, I was recruited as Chief Investment Officer to lead a rapidly growing RIA with hundreds of financial advisors and assets under management (AUM) of $60 billion, Endowment & Foundation and Pension assets under advisement (AUA) of $550 billion, and an investment team of thirty-two. As a C-Suite executive, I helped recruit and close twenty-four acquisitions as well as set strategic planning and vision for the firm.
In addition to my direct experience as an Alternative Investment portfolio manager, I have assembled a curated menu of alternative investments for both large endowments and high/ultra-high net worth investors including Private Equity, Private Credit, Real Estate, Hedge Funds, and Infrastructure Funds. I have conducted due diligence on many investment firms (including public equity and fixed income), managed investment portfolios comprised of individual stocks and bonds, and ETFs and funds, and incorporated institutional-quality hedge fund risk management techniques.
I’m excited to bring my experience and passion for what I do to the team at Cantata Wealth.
I have devoted myself to being a life-long learner and student of investing and continue to hone my thinking about the market and unanticipated risks. I have invested in learning by earning additional credentials and designations including a Master’s degree in Financial Management, a Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER™ (CFP®), as well passing the Professional Risk Manager (PRM™) exam.
I enjoy walking my dog while listening to investment podcasts and news. I am a volunteer firefighter and my wife and I have volunteered as foster parents. I also enjoy singing bass in my church choir.
We are all grateful for the opportunity to unite in building a sustainable, value-driven practice that can enable everyone we touch to thrive.
Co-Founder, Co-CEO and Chief Investment Officer
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Co-Founder, Co-CEO and President
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Co-Founder and Senior Financial Advisor
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Co-Founder and Advisory Board Member
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