Chief Investment Officer/Principal
With Apriem Since 2002
Expertise: While overseeing the day-to-day management of client portfolios, uncovering the global macro-economic story.
Serves clients to the highest degree: Is fascinated by hearing clients’ stories and is known for instilling a sense of patience and perspective.
Acquired wisdom: Witnessing the Asian currency crisis in 1998, surviving Dot Com bubble in 2000-2001 and the real estate crash 2007-2008 while maintaining a vision to see through market cycles. “History doesn’t repeat, but it does rhyme.” – Mark Twain
Aspires to: Heli-board in the Alps.
Gives back in his free time: Mentoring Chartered Financial Analyst (CFA®) candidates.
Finds balance: Snowboarding, cooking and enjoying the great outdoors with his wife and two kids.