You cannot asset allocate away longevity risk!
I practice rules, outcomes and evidence-based planning rather than the buy, hold, reinvest and hope method. I believe in Human Life Value and full replacement.
I bring 30 years’ experience and education to business owners, wealth creators, C-suite executives and pre-retirees helping them understand the risks present on their balance sheets and then guide them to their desired outcomes using uncommon and non-traditional strategies. The results I am aiming for are less risk, more certainty, tax optimization, asset spend down with full legacy and replacement for future generations.
I was one of the youngest members of the Johannesburg Stock Exchange at 23 and one of the founding members of the equity options, financial futures and commodity exchanges in South Africa.
I spent 10 years as a partner at a boutique investment bank where I oversaw the nationwide trading desk. The firm also helped small to medium-size enterprises access capital with mezzanine finance, IPO and asset securitization.
I have a Bachelor of Commerce from the University of Cape Town as well as an MS in Investment Management from Boston University. I am an active angel investor and sponsor of Boston Harbor Angels. I am a member of the MDRT, Million Dollar Round Table. I hold FINRA 7, 63 & 65 registrations and have earned the following designations: AEP® (Accredited Estate Planner), CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), WMCP® (Wealth Management Certified Professional), RICP® (Retirement Income Certified Professional), CAS® (Certified Annuity Specialist), CLTC® (Certification for Long Term Care Certification). I am also life, accident and health insurance licensed.
I live in Newton, MA with my wife Laura. We have three daughters, a granddaughter and a grandson. I am a Manchester United fan. I love to cook. I read non-fiction related to the markets and economics. I like to binge watch old TV shows. And 30 years ago, I attained rank of full lieutenant in the SADF.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.