Exciting News: We've Joined First Manhattan

April 1, 2025

Dear Visitors,

I am pleased to share that my team and I have joined First Manhattan, an independently owned and operated investment advisory firm with a long-standing reputation for excellence in wealth management. After decades of serving individuals and families, this transition allows us to continue providing the personalized investment management and client-focused services that have always been our priority, now with the added strength of First Manhattan's deep research capabilities, expanded investment solutions, wealth planning expertise, and robust operating platform.

We remain dedicated to helping individuals and families achieve their long-term financial goals. This transition marks an exciting new chapter, and we are thrilled to be part of a Firm that shares our commitment to excellence.

If you are looking to learn more or get in touch, please feel free to reach out by clicking here to call me or send me a message.

I look forward to continuing to serve clients with the same dedication and expertise, now backed by the resources and strength of First Manhattan.