Based out of Naperville, Illinois, I am a two-decade veteran of the investment management industry, and the creator of Blue Harbinger Research. For those of you who are NOT “do-it-yourself” investors, I manage custom investment portfolios (e.g. separate accounts, 401(k) and IRA rollovers) for clients on a fee-only basis. I offer my services through the offices of Left Brain Wealth Management, a firm founded by my old MBA classmate at the University of Chicago. My objective is to help you identify (and invest in) exceptional investment opportunities.

To request more information from me about custom portfolio management and investment advisory services, please complete the following form.

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