Advanced Valuation Solutions
 
•	Former Research Analyst for US Trust Company

•	Co-managed over several billion dollars for corporations and high-net-worth individuals providing solid, consistent and positive returns

•	Consultant to investment trusts, such as: The Arizona State Employees’ Pension System Trust and the Southern Nevada Culinary and Bartenders Union Pension Trust

•	Advise clients regarding:
o	Manager selection
o	Investment objectives
o	Asset allocation
o	Risk assessment to meet or exceed the trustees' obligations