Personal Information
Organização/Local de trabalho
Greater New York City Area United States
Cargo
Senior Portfolio Manager at Laurel Wealth Advisors
Setor
Finance / Banking / Insurance
Site
www.laurelwa.com
Sobre
As an independent RIA I enjoy using my knowledge of financial markets to help individuals and families grow their wealth. As fee-only advisors at Laurel Wealth, we are free to select and recommend investments solely based on the best interests of our clients. I’m part-coach and part-strategist but always on your side. My clients benefit from a goals-driven planning process that informs key asset allocation decisions. Once those decisions have been made, my job is to identify the most effective investment strategies for each asset class and I’m pleased to be able to harness the efficient and consistent, evidence-based portfolios from Dimensional Fund Advisors.
My work with businesses has ...
Marcadores
stock market
investment
asset allocation
investing
presidential election
politics
asset management
capital markets
financial markets
Ver mais
Apresentações
(3)Documentos
(1)Personal Information
Organização/Local de trabalho
Greater New York City Area United States
Cargo
Senior Portfolio Manager at Laurel Wealth Advisors
Setor
Finance / Banking / Insurance
Site
www.laurelwa.com
Sobre
As an independent RIA I enjoy using my knowledge of financial markets to help individuals and families grow their wealth. As fee-only advisors at Laurel Wealth, we are free to select and recommend investments solely based on the best interests of our clients. I’m part-coach and part-strategist but always on your side. My clients benefit from a goals-driven planning process that informs key asset allocation decisions. Once those decisions have been made, my job is to identify the most effective investment strategies for each asset class and I’m pleased to be able to harness the efficient and consistent, evidence-based portfolios from Dimensional Fund Advisors.
My work with businesses has ...
Marcadores
stock market
investment
asset allocation
investing
presidential election
politics
asset management
capital markets
financial markets
Ver mais