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How We Work For You
We Sell Your Business
(a turnkey-specialist approach)
We Plan Your Future
(a comprehensive approach)
We Plan Your Legacy
(a profitable-legacy approach)
We Manage Your Wealth
CEO & Founder
Our practice is multi-faceted. We manage the portfolios of high-net families and business owners; we offer comprehensive financial planning services, and we build investment products designed to create risk-adjusted returns.
My first role at MCM Wealth, in conjunction with my partner Bob Hoyt,
is to advance and oversee the management of these different facets as implemented by our extraordinary team.
I also sit on our two investment committees and am also responsible for
developing both the firm’s marketing strategy and having initial discussions with prospects inquiring about our firm. Finally, as an experienced CFP, I am also brought into client meetings to as assist as requested.
President & CIO
My investment approach is informed by my psychology training, entrepreneurial experience, and belief in “back-to-the -drawing-board” quantitative analysis for ongoing and objective evaluation.
I designed our Discovery Meeting approach to learn the various facets of our clients’ and prospects’ relationship to money. I regard financial goals as myopic without also knowing a client’s financial style and values.
My approach to building high-functioning teams is central to how I chair our wealth management and AMP I (our multi-strategy hedge fund) investment committees. My role is primarily as a facilitator and teacher.
I live by the mantra that if “I stop growing, I stop living”, and know full well that leadership is more about what you model than what you say.
Senior Client Advisor
I bring to MCM Wealth over 15 years of experience in wealth management for high-net-worth families, including RIA operations and technology.
I’m skilled in asset allocation and portfolio management, alternative investments, family office organization, and estate matters to high-net-worth families and individuals.
Prior to MCM Wealth,
I served as director of operations for two boutique RIAs over the course of the previous 10 years in additional to maintaining his wealth advisory role.
I’m a graduate of the Leeds School of Business at the University of Colorado, Boulder with an emphasis in Finance.
Portfolio/Business Strategist
I’ve worked with wealthy families, small-to-large businesses, and investment firms in a variety of lead advisory roles. At my core, I’m adept at finding solutions to challenging business and investment circumstances.
My background in starting and operating technology businesses gives me deep insights into the mind of entrepreneurs.
A particular specialty is developing advanced investment and portfolio analysis technology with my partner Ayman Abouhend. This technology serves as the analytical core for the work we do at MCM Wealth.
Applying expertise, insights, and technology develop tailored solutions for MCM’s private wealth and business-owner clients.
In addition to investment and portfolio strategy, I have particular experience in charitable-giving strategies, tax-efficient investing, and multi-generational income.
