About My Firm

My firm is an independent, fee-only Registered Investment Adviser providing investment solutions for individuals and their families. I specialize in integrating personal, trust, and retirement accounts into comprehensive investment strategies. As an extension of my primary work, I may manage the endowments of family foundations and other charitable organizations of special concern to my clients.

I strive to keep my firm efficient and focused. I outsource many non-core administrative functions so that I can concentrate my time and attention on the needs of my clients, managing their portfolios and advising them on their important financial decisions.

Whenever possible, I work with my clients' attorneys, accountants, and other financial professionals to coordinate their investment planning with their tax, estate, and charitable planning. I welcome the opportunity to share ideas and strategies with my clients' other financial professionals with a view to best meeting their wealth management needs.

I established my investment firm in Hanover, New Hampshire in 2003. Before moving to Hanover, I lived in Naples, Florida, where I built a successful investment advisory business as part of a prominent estate planning firm. I have worked for Morgan Stanley in New York, and have taught at the University of Toronto and Kenyon College. I have degrees from the University of Chicago and the University of Toronto.

Registration as an investment adviser does not imply a certain level of skill or training. Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser's services will vary based upon a variety of factors, such as the client's investment and financial circumstances and overall objectives. The effectiveness and potential success of the adviser's services can depend on a variety of factors, including but not limited to the manner and timing of implementation, the client's tax bracket and financial circumstances, coordination with the client and the client's other engaged professionals, market conditions, and other factors. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.