Your Trusted Advisor
Providing total portfolio oversight, from strategy to direct trade execution, I am a thoughtful partner who treats your goals with the same care and discipline I bring to my own investments.
My Story
After a rewarding career on Wall Street specializing in research and analysis, I transitioned from corporate banking to pursue a more focused path in investment research, analysis, and trading in addition to wealth management. In 2020, my wife and I committed our own capital to pilot a private fund, allowing me to refine my strategy and investment approach in a real‑world, fully accountable environment.
Following five years of strong performance and disciplined execution, I launched PnL Investments in September 2025. Today, I provide institutional-grade investment analysis, advisory services, and active trading, supported by a research‑driven approach shaped by years in institutional finance.
For those seeking a broader financial framework, I also offer a comprehensive financial planning package designed to help clients make informed, strategic decisions—including tailored investment allocation recommendations aligned with their long‑term goals.