Wealth Advisor, Principal
Parallel Advisors, LLC
Sep 2018 - Present | San Francisco
RSS Investment Counsel
Dec 2002 - Sep 2018 | San Francisco
University of Southern California
1987 - 1989
Brown University
1978 - 1982
My strategy is built on forward-looking themes. I focus on identifying high-quality investments within those themes that I believe have growth potential. By seeking competitive returns relative to appropriate benchmarks, we work toward building your wealth over time. This process is always balanced by a disciplined approach to risk, designed to keep your portfolio aligned with your personal comfort level and family goals.
Navigate joint financial decisions, tax strategies and legacy planning together.
Build financial independence and long-term security on your own terms.
Build financial independence and long-term security on your own terms.
Navigate sudden wealth with guidance tailored to your generation's unique needs.
Integrate business and personal wealth strategies for service industry leaders.
Preserve and grow family wealth across generations with thoughtful stewardship.
Strategic planning for agricultural and land-based wealth.
Tailored strategies for physicians, dentists and healthcare professionals.
Navigate variable income and build long-term financial security.
Specialized expertise where I deliver the greatest value
Sophisticated strategies for sustainable retirement income.
Comprehensive insurance and risk mitigation strategies.
Principal | Wealth Advisor
Director of Private Market Investments
Manager of Wealth Planning
Principal | Wealth Advisor
Market commentary and investment perspectives
Earnings Growth, A U.S./Iran Ceasefire and a Strong Economy Send Stocks to New Highs
Markets staged an impressive rebound in Q2, as strong corporate earnings and rising hopes for a U.S./Iran ceasefire pushed the S&P 500 to new all-time highs.
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Securities-Backed Lending: Strategy for Alternative Liquidity
Securities-backed lines of credit, also called pledged asset lines, allow eligible investors to borrow against a taxable investment portfolio without selling securities. They can provide liquidity for taxes, large purchases, or other short-term needs while allowing the portfolio to remain invested.
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The AI Boom: Why History Doesn't Always Reward the First Investors
Every generation encounters a technology that feels unlike anything before it. Today, that's artificial intelligence. Corporate profits represent one of the largest shares of the economy in decades, and hundreds of billions of dollars are flowing into data centers and power infrastructure. History offers examples of transformative technologies changing the world while many early investors failed to earn the returns they expected.
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