About

I founded Rare Wolf to fuse a scientific investment approach with the kind of personal dedication I felt was missing in the industry.

With over 20 years of experience and a background in both finance and philosophy, I approach the markets with skepticism and rigor. As a CFA Charterholder, I rely on fundamental analysis and stress-tested modeling to build evidence-based strategies, rather than following trends.

I view the trust of my clients—exceptional individuals and families—as a privilege. My goal is to build a lasting partnership with you, starting with a deep understanding of your life goals and delivering the clear communication and consistent results required to protect your legacy.