Professional Strategy. Personal Partnership.

I’ve spent the last 15 years in the engine rooms of global banks like Barclays and HSBC. My journey began in Germany, where I earned my Bachelor’s in International Finance, before taking me to Australia and then a decade in the UK—from the fast-paced operations in Glasgow to the heart of global finance in London.

Today, I am based in New York, where I serve as a Senior Vice President in Capital Risk. Throughout this global path—managing multi-million dollar risks and earning the CFA® designation—I noticed a recurring theme: while banks have entire departments dedicated to 'Capital Planning,' most individuals are left to figure it out on their own.

I’m changing that.

I am taking the same rigorous, data-driven discipline I used for global institutions and applying it to your personal journey. Having navigated different tax systems, currencies, and market cycles across three continents, I help you move past the 'noise' of the markets and focus on what actually drives results: logic, risk management, and decisive action.

I don’t just want you to invest; I want you to invest with the confidence of someone who has seen how the global financial world turns from the inside.

The Professional Standard

• CFA® Charterholder | The highest distinction in the investment profession.

• 12+ Years Experience | Senior leadership at Barclays and HSBC.

• Global Background | Expertise across German, UK, and US markets.

• Academic Foundation | MSc in Banking & Finance; BSc in International Finance.

• Risk Specialist | Expert in capital planning and institutional stress-testing.