Designations
- Juris Doctor
- Chartered Financial Analyst
- CERTIFIED FINANCIAL PLANNER™ professional1
- Chartered Financial Consultant®
- Certified Investment Management Analyst
Work Experience
- Joined MAI Capital Management in 2025
- Served as Co-Chief Investment Officer at Evoke Advisors—with over 25 years of experience managing multibillion-dollar portfolios for institutional and wealthy families
- Co-founded ARIS in 2014, oversaw investment research and client service; launched the RPAR Risk Parity ETF in 2019, now among the largest alternative ETFs in the U.S.; and led ARIS through its 2020 merger with Evoke Advisors
- Began career at Merrill Lynch and led one of the firm’s largest institutional consulting groups, advising on over $10 billion in assets
- Host of “The Insightful Investor” weekly podcast, interviewing leading global investors and business leaders
- Prolific writer and thought leader in investment strategy, including a contributor to Forbes Finance Council
- Ranked by Barron’s as a Top 100 Independent Financial Advisor (2018–2025)
- Recognized by Forbes on America’s Top Wealth Advisors List (2019–2025)
- Evoke Advisors ranked #1 RIA in America by Forbes (2022-2025)
Life Outside of MAI
- Author of Balanced Asset Allocation: How to Profit in Any Economic Climate (2014) and Risk Parity: How to Invest for All Market Environments (2021)
- Co-founder and President of the Westlake Fan Club Foundation, a nonprofit dedicated to granting college scholarships to graduating seniors
Education
- University of California, Santa Barbara, BA in Business Economics and Law, cum laude
- University of California, Hastings Law School, JD; Licensed attorney in California
1CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
