Co-founded Apriem in 1998
Expertise: Identifying undervalued investment opportunities with a contrarian investment approach.
Serves clients to the highest degree: Creating portfolios unique to them, and not based on a template or agenda.
Acquired wisdom: Starting the firm, moving to Orange County, and having his first born all within two months.
Aspires to: Get yoga certified in Thailand.
Always an overachiever: Was born six weeks early.
Finds balance: Watching his kids’ sporting events, reading, wine tasting and cycle spinning—not all at once.