I have been a portfolio manager continuously for the past 37 years. The early portion of my career was spent managing money within banks. I left to form Autumn Wind Asset Management in March, 2000. Autumn Wind managed money exclusively for high net worth families seeking active investment management paired with estate and legacy planning and integrated tax planning through a client's CPA. The firm also served as the General Partner to a hedge fund to make a diversified portfolio of alternative investments available to clients. Modern Wealth Management acquired Autumn Wind in March, 2024. I joined Modern Wealth to be able to bring in-house the integration of tax and estate planning and to collaborate with a group of very seasoned and smart professionals. My wife and I have two daughters, both living near us in the Washington DC area. We have been in the DC area since 1997 and love the city. We have a farm in Middleburg, VA where we spend our weekends. I am a weekend luthier and have been building guitars for 20+ years. We are a family of active hikers, being blessed to live near the Appalachian Trail, but have hiked all over the country and parts of Europe.