Proven track record in constructing and managing high-value portfolios, with key achievements including:
- Built and managed 50+ portfolios for clients with wealth exceeding $2.5 million each.
- Implemented a client portfolio worth over $75 million.
- Continuous portfolio administration and adjustment to account for market changes and client needs.
- Served diverse clients including individual investors, startups seeking investment guidance, and senior c-suite executivroven track record in constructing and managing high-value portfolios, with key achievements including:
- Built and managed 50+ portfolios for clients with wealth exceeding $2.5 million each.
- Implemented a client portfolio worth over $75 million.
- Continuous portfolio administration and adjustment to account for market changes and client needs.
- Served diverse clients including individual investors, startups seeking investment guidance, and senior c-suite executivroven track record in constructing and managing high-value portfolios, with key achievements including:
- Built and managed 50+ portfolios for clients with wealth exceeding $2.5 million each.
- Implemented a client portfolio worth over $75 million.
- Continuous portfolio administration and adjustment to account for market changes and client needs.
- Served diverse clients including individual investors, startups seeking investment guidance, and senior c-suite executivroven track record in constructing and managing high-value portfolios, with key achievements including:
- Built and managed 50+ portfolios for clients with wealth exceeding $2.5 million each.
- Implemented a client portfolio worth over $75 million.
- Continuous portfolio administration and adjustment to account for market changes and client needs.
- Served diverse clients including individual investors, startups seeking investment guidance, and senior c-suite executive