Our background is institutional money management, and we still work that way. We do our own research, reach our own conclusions, and build a separate portfolio for every family we serve.
Born in Miami, moved to New York City at twelve, back at forty. Home is Coral Gables now, with my wife and two daughters. We work with a small number of families, entrepreneurs and foundations who want that same standard of work applied to their own money.
I'm a big fan of the Economic Club of Miami, where I sit on the advisory board, as well as the Miami AI Club and many other interesting groups.
I'm also happy to help where I can. If you want a fresh look at your finances, need an introduction to the right person, or just want to talk through an idea, reach out. Connecting people is a big part of what I do, and I enjoy it.
Good things happen when curious people end up in the same room.
Most weeks that means the Economic Club, an AI meetup, or a dinner I put together because a few interesting people needed to meet each other. I go for the people. Some of the best things in my life came out of a conversation I never planned. If you are building something in this city, or in town for a few days with an idea, I would like to hear about it.
This is how I see it.
Always happy to meet. If you are in Miami, or passing through, say hello.