About the Sponsor
As your 'boutique advisor with big firm capabilities', I focus on creating wealth management strategies for domestic and international highly affluent individuals and families, as well as designing investment plans for small businesses and non-profit organizations.
For individuals and families, my goal is to simplify and organize their increasingly complex financial lives through a goals based approach and to serve as a single point of accountability throughout the relationship. One of my areas of focus is to provide global wealth strategies for international customers and permanent residents.
As a German/UK dual citizen with a transatlantic view I serve as an invaluable resource and sounding board to my clients and my network, both on a personal and professional level.
In close collaboration with small businesses and non-profit organizations I develop risk management strategies and deliver asset allocation strategies with prudent investment designs for their cash management, working capital and employee benefit plan needs.
As a professional with over 25 years of financial markets experience, including previous appointments in Chicago, Düsseldorf (Germany) and London, I bring extensive knowledge, education and high ethical standards to the table. The depth of my financial experience in combination with the breadth of services offered by Bank of America and Merrill is a very powerful combination that helps bring financial security and confidence into my clients' lives.