Managing Director – Harmony Asset Management
Chief Investment Strategies– Platinum Wealth Partners
Total Assets: $100 Million
The firm utilizes Risk-Averse Investing strategies and works with individuals and small corporations that are tired of dealing with “too big to fail” advisors who often lack objectivity, customization, candor or consistency.
Career Highlights
- 35 years of experience
- Former #1 ranked mutual fund manager by Morningstar and Lipper
- Managed High Net Worth Group Cantor Fitzgerald in NYC
- Extensive public speaking, television and print interview and writing on various investment topics and strategies. Quoted in BusinessWeek, Barron’s, Investor’s Business Daily, USA Today.
Competitive Archer who rocked Vegas with his bow this past weekend but did not make Brady Ellison (Olympic Metalist for USA) nervous.