New Insight Video on the Opportunity in Municipal Bonds
Please check out our interview with Daniel Lippincott where he explains the current opportunity in Municipal bonds. Learn more
Vice President
I am committed to being your trusted advisor. Working with families and institutions wealth management for 25 years I want to know about you, your family, and your business. Knowing what makes you tick, what your wishes are, and what keeps you up at night allow us to create a better path forward to implement plans and achieve your goals.
Currently serving as Vice President Joined Karpus Investment Management in 2022
Key Private Bank – Senior Vice President, Relationship Manager
Family Wealth- Wealth Management