Objective macro-economic, investment, and
wealth management advice and consultation.
240-401-4007
About UnconstrainedThought
About Me
An experienced investment and wealth management professional offering objective macro-economic analysis, investment, wealth, and practice management advice, as well as Outsourced CIO services.
Active member of Boards of Directors / Advisors as well as Investment Committees.
Winner of the Investments & Wealth Institute (IWI) 2024 Wealth Management Impact Award.
Services
- Board of Directors / Advisors participation
- Public / Client speaking events
- Outsourced CIO services
- Investment Committee consultation and participation
- Macro-economic analysis,
- Investments, wealth, and practice management consultation
- Outsourced content production
Background
I have been an investment and wealth management professional for more than 30 years, and the Chief Investment Officer for "Outsourced Chief Investment Officer" model portfolios for more than 20 years.
This includes asset allocation, portfolio construction, and security selection, and overall management of Investment Committees and Research teams. I have particular expertise in the RIA community, and am a member of several third-party Advisory Boards and Investment Committees.
I am an award-winning author of multiple indistry articles, as well as a frequent speaker at industry conferences. In 2024 I was awarded the Investments & Wealth Institute (IWI) Wealth Management Impact Award.