I am Chief Investment Officer at a registered investment advisor offering money management, financial planning and business consulting. My focus is on high quality blue chip companies, macro-investing, derivative strategies and technical analysis. I hold a Bachelor of Arts degree with High Honors in Business/Economics with an emphasis in Accounting from the UC Santa Barbara and earned the Chartered Financial Analyst (CFA) designation in 1999. I have previous experience as a Hedge Fund Analyst at Evervest, an Auditor at Arthur Anderson & Co, an Officer in Mergers and Acquisitions at Bank of New York Mellon and as a Portfolio Manager at Pacific Coast Investments. I am also an Angel Investor.
Digital Marketing, Ecommerce, Finance, Operations
World's largest designer, manufacturer and retailer of nautical decor.
Designer, manufacturer and wholesaler of decorative cast iron.
World's larest designer, manufacturer and wholesaler of nautical decor.
Blue Chip Macro is an independent fee only Registered Investment Financial Advisor that was founded in 2002 and is based in Santa Monica, California. We are registered in California and Texas and primarily serve the Los Angeles area. Being a Registered Investment Advisor (RIA) we are legally required to uphold a Fiduciary Standard of Care, which means we must always act in good faith and in the best interests of the client. We offer a comprehensive suite of financial advisor services which include financial planning, asset management, business consulting, retirement planning, estate planning, tax planning to name a few. We are an independent financial advisor firm; not affiliated with any investment firm, stock advisor, investment bank or insurance company. We do not sell investment products or insurance policies. We do not receive commissions. Fees received for our financial advice, financial planning and asset management come directly from you. The combination of our independence and Fee-Only compensation enables us to give our clients financial advice that is objective and unbiased.
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