I’ve been a registered client service rep., private banker, relationship manager and product specialist serving both institutions and high net worth investors within fund of funds groups both large and small. All roles working with clients in a consultative capacity providing them with what they need. Now I’m specializing in collaborating with financial and healthcare clients to help their messages resonate.
Confucius is reputed to have said “People have two lives, and the second begins when we realize we only have one.”
After spending the early part of my career working for alternative asset managers, I began to search for a more focused path through which my time and energy could be used to serve others. I believe my “highest and best use” is to help people be at their “highest and best use”. The result of that belief is Investor Management Solutions.