Many things contribute to success. One of the most valuable and enduring is experience; there is simply no substitute.  The wisdom I gained became the guiding principles in creating Hermitage Advisors. Through my time working at a number of the nation’s elite global investment firms I flourished under the mentorship of outstanding leaders and managers at each company. At these firms, I learned how quality Wall Street operates and how to discern between disciplined, value-add investments, and ones that were less so.  The  understanding I acquired during my career was essential to Hermitage Advisor’s mission:  building enduring portfolios by finding, analyzing and monitoring the most accomplished portfolio managers to manage our client’s wealth.  Knowledge, experience, independence and alignment of interest is why clients hire us. We will do the same for you.  

 

In addition to Hermitage, my main interests are my wonderful family, working with charities that help disadvantaged or troubled youth, and kitesurfing to enjoy a rewarding and balanced life.