For more than twenty years Doug has been advising clients in the Bay Area in wealth management, focusing on customized, risk-managed, individual growth and income portfolios. Employing an investment methodology embracing Dynamic Asset Allocation, he and his team aim to tactically manage for returns, assessing investment risk, while maintaining client liquidity and financial flexibility. Clients that seek designated income generating accounts have a variety of choices to utilize. Another area of expertise for Doug is in the delivery of executive services for corporations and family offices. These services can involve monetization programs for restricted securities, structured solutions and derivative hedging strategies. Alternative investments are often used for those clients when suitable.

Previously, Doug was a Managing Director with Deutsche Bank in San Francisco. His tenure with the company began in 1988 when it was Alex. Brown and Sons. He is Series 7, 63 and 65 licensed and maintains a California Insurance License. He earned an M.B.A. at the Kellogg School of Management, Northwestern University, and a B. S. in Engineering from the University of Wisconsin, Madison. He currently resides in San Francisco with his wife and two sons.

Services provided: Portfolio Management and Asset Allocation, Alternative Investments, Lending, Financial Planning, Retirement Planning, Trust and Estate Planning, Specialized Product Access (KCP)