Most of the career has been in investments, as a securities analyst for public securities and then private investments for family offices. Volunteer work has been highly focused on helping younger generations.
What am I doing – describe your current role and objectives:
We have a firm that serves high net worth families by mentoring the rising generation…helping them develop into who they want to be and do what they need to do. We also provide family advisory services that gives families an operating system and tools for group decision making, healthy conflict resolution, and a flourishing environment.
Connections trying to make:
High net worth families that want to prepare the rising generation.
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