The first reward I ever received for a good report card was a few shares of US Steel, handed to me as a child in Greenwich, Connecticut. That early spark grew into a career spanning nearly four decades. I started in Houston in 1983, and before long I was absorbed in the discipline of asset allocation, hosting monthly seminars on ideas I would later know by name as the Capital Asset Pricing Model. I studied for the CFA, stepped away to earn a Master's, and was recruited straight out of graduate school to Dean Witter in New York, where I built and led a team. Across the major firms that followed, I eventually moved to a fee-only model that aligns my advice directly with each client's interests, and I carried that approach with me to SeaCrest.
My style is gentle and unhurried, something people occasionally underestimate, and I would far rather teach than sell. Not long ago I sat with someone who had plenty of cash flow and a newborn at home yet saw no reason to carry life insurance, and walking him through why it mattered for his family is exactly the kind of conversation I find most worthwhile. My aim each day is simple: to spend as much time as I can working directly with the people I serve.
Away from the office, family means a great deal to me, including several spiritual sons and daughters I have been fortunate to mentor. I spend my weekends running outdoors, and what keeps me going is giving my time generously, both to clients and to others.
- CFA Level I Candidate
- Series 65