- Registered Investment Adviser
- “Keep the Investment Process SIMPLE.”
Managing Member and founder of Greenwich Creek Capital Management LLC, bringing over 30 years of experience in managing discretionary and non-discretionary investment portfolios for wealthy families and institutions. His main focus is to protect invested capital by re-balancing the allocation of cash, equities, fixed income and alternative investments, while closely monitoring macro-economic indicators and market trends to determine the transition phase between the completion of a Bull Market and the beginning of a Bear Market. He started his career in early 1987 mainly managing family financial investments.
In 1991, joined Shearson Lehman Brothers Private Clients Services International Division. In 2000, he joined Morgan Stanley Private Wealth Management. In 2003, he joined EFG Capital International, the U.S. broker dealer of EFG Bank in Switzerland.