Private Wealth Advisor, Chartered Market Technician
Passion and commitment are defining characteristics of my approach to serving clients. I bring a quantitative focus to investment solutions for client objectives, within the full range of changing market and life conditions.
I joined EMBREE FINANCIAL in 2021 from Morgan Stanley, where I was Senior Portfolio Manager in the Wealth Management Group. I also previously served in the Institutional Equities division.
I am a Chartered Market Technician (CMT) and earned a BA in economics from the University of North Carolina at Chapel Hill. I completed an Executive Education program at the Wharton School of the University of Pennsylvania. I am also a Managing Partner of Stone Blue Capital LLC, an incubator of quantitative investment solutions.
I am a lapsed musician, and I’m now regularly lapped in the pool. An avid sportsman, I play golf and tennis, and love diving reefs and wrecks around the world.
Areas of expertise
I provide a suite of adaptive strategies across multiple asset classes — long/short, position and swing trading. The customization I provide begins with your risk budget. We solve for low volatility, max growth, or somewhere in-between. Leveraged implementations are also available.
Most clients want to get from Point A to Point B with as little risk as possible. They seek comfort in knowing the plan for managing risk is based on their own goals and tolerance. Our shared goal is to earn high risk-adjusted returns while avoiding large drawdowns.
I can help clients seeking alternative methods of income, risk management, and speculation with systematic options strategies. Available in conservative, moderate, and aggressive implementations.
Questions I often hear:
How do I know my money is safe with EMBREE FINANCIAL?
EMBREE FINANCIAL partners with strong financial institutions to safeguard your assets. Our custodians include Charles Schwab & Co and Interactive Brokers. Not a single penny of your money is held by EMBREE FINANCIAL.
How are you compensated?
Registered Investment Advisors like EMBREE FINANCIAL are typically compensated by either a flat annual fee, or a fee plus incentive arrangement. This keeps our compensation very much aligned with the goals of our clients. As an independent advisor, EFG has no products to push and takes no commissions. We act in a fiduciary role for our clients.
What other services does EMBREE FINANCIAL provide?
Our team is full of seasoned professionals with complementary skills. Several team members are Certified Financial Planners (CFPs), helping clients develop a roadmap for attaining their goals. This can include insurance and estate planning in concert with your trusted tax and legal teams.