SENIOR INSTITUTIONAL CLIENT ADVISOR with extensive experience in institutional asset management and private wealth management. Managed and developed multiple types of institutional relationships including pension and profit sharing plans as well as charitable endowments and foundations for large trust companies and small, boutique investment counseling firms. Recognized for skill in handling delicate client relationships and meeting client needs in all circumstances for over thirty-five years.

Highlights:

• Philadelphia
• Investment Mgmt
• Portfolio Mgmt
• Institutional
• Private Wealth
• Construct (App Dev Tool)
• Alternative Investments
• Asset Management
• Due Diligence
• Management
• Portfolio Management
• Request for Proposal
• Request for Proposals