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Investment Pools / Investment Boards -  DB, DC, ESOP, Profit Sharing, Corporate, Endowment, Foundations,
   Public, Union, other.

Family, HNW, Personal -  2nd Opinion, 3rd Party Oversight, Searches, Asset Allocation, Rebalance, 401(k);
   Retirement, Research, Education, "Expert" Representation, Strategic Planning, Advisor; Counsel

Alternative Investments - Consulting; Research for - Hedge Funds,  Private Equity, Real Estate, Commodities, Other

 

Strategic Planning (vision) / Process Improvement

New Business Start Ups ("Rent an Exec")

Acquisition /Divestiture (financial, legal, due diligence, negotiations)

 

Confidential - Discrete

Financial, Investments, Legal, Divorce, Research, Discovery

Other - I will tell you if I am unable to assist you.

 

Hourly, project, or retainer fees openly discussed and negotiable - free consultation.
Travel friendly - selectively available for assignments nationally and worldwide.