Managing four global allocation portfolios at GFG Capital with assets over $1 billion. Managed the Stetson University endowment as a trustee and equity/fixed income analyst. Small Cap analyst at KCM Asset Management, a long short hedge fund.
@ProlongWealth - I believe Wealth Management is to educate the Investor to take control of their Financial Destiny by teaching them Plan, Prolong, Protect Investments. Remember capital preservation is a must, never trade a stock without a stop loss.