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A proven process for disciplined wealth management
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As an Associate Portfolio Manager at Macquarie Private Wealth, I offer discretionary wealth management to discerning individuals, families, entrepreneurs and non-profit organizations. Using sophisticated portfolio construction and analysis tools, and almost twenty years of experience serving the needs of high net worth investors, I can help you implement and maintain a customized investment plan that recognizes your evolving financial situation. Two of my areas of special focus are trusts and committeeships.
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