Wharton-educated Senior Investment Strategist with 50 years of institutional memory. Holding the CIMA® designation, I provide fiduciary stewardship for multi-asset portfolios. As the former Mayor of Woodside, CA, I combine municipal leadership integrity with decades of experience at Merrill Lynch and Paine Webber. I specialize in navigating complex markets with a "Steady Hand," ensuring capital preservation and strategic growth for UHNW families and private institutions.
The Problems are the Path
The Global Perspective: From Menlo Park to the Strait of Hormuz
The Global Perspective: From Menlo Park to the Strait of Hormuz This redraft focuses on making the "Correction" look like a Strate...
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