Advisory work
Helping clients think across their financial lives rather than treating each decision in isolation.
Updated September 2026
What I'm focused on now
My work sits at the intersection of investment thinking, financial planning and long-term decision-making.
Investment perspective
Bringing together experience in wealth management, investment banking and equity research.
Long-term thinking
Staying focused on clear analysis, sound judgment and durable outcomes.
This is a “now” page: a short snapshot of current professional focus.