Managing Member at
Palm View Investments LLC
Years of Experience
30 years
Number of Clients
0
Average Client Size
$500,000
Member Since
2026
I work best with clients who value independent thinking, want to understand how their strategy actually works, and are looking for an advisor they can trust more than AI or a large financial institution.
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MBA Finance
Obtained in 2003
B.S. Economics
Obtained in 1998
Head of Alternatives & Funds
2016 - 2022
Principal
2003 - 2016
Trading Floor Associate
1998 - 2001
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