Senior Portfolio Manager
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I am a seasoned investment adviser and portfolio manager with deep roots in Sarasota and a strong commitment to my clients. I have been in the financial industry since 1998. Originally series 7 licensed in 1998 (Relinquished). I currently have my series 65 which I obtained in 2009. As anyone who knows me would tell you I am passionate about my work and the water. I love the challenge of the markets and the strategies and portfolio's I designed.
