Deep Wealth, UHNW, and Family Office Experience: I have led one of the largest and most sophisticated family offices in the US; managing over $65 billion in assets and implementing investment strategies that ensure long-term financial stability. Comprehensive Investment Leadership: From individual thematic security architecture, Fixed Income, Munis, ETFs, PE, VC, private credit, LP structures, and alternative investments, my broad investment expertise spans various asset classes and complex strategies, designed to preserve, grow wealth, and align to your advisor-client centric goals. Proven Track Record of Execution: Whether managing multi-billion-dollar portfolios, securing major strategic partnerships, or implementing robust governance frameworks, I deliver tangible results through hands-on leadership and strategic vision for your advisor-client needs. Let’s work together to optimize your advisor-client investment strategy, mitigate risks, and build sustainable wealth for the future.