I work with U.S. residents and internationally mobile families to simplify wealth, protect legacies, and align assets across borders. Over the past decade I’ve supported hundreds of clients with portfolios worth hundreds of millions of dollars, helping them reduce complexity and feel confident about their financial future. My goal is simple: to provide clarity, protect families, and ensure wealth creates lasting impact for generations.
I began my wealth management career over 10 years ago, following earlier experience in Corporate Finance at RBS. That background instilled the discipline of institutional finance and a deep understanding of how world-class capital is managed.
Since then, I’ve advised hundreds of clients nationwide, guiding families with portfolios collectively worth hundreds of millions of dollars. I’ve been based in New York, San Francisco, The Bahamas, London, and Malta, giving me a truly international perspective on wealth. Wherever the client, my philosophy has remained the same: to simplify complexity, protect families, and provide clarity across generations.
In 2017, I broadened my experience by stepping into fintech, collaborating with advisers across the U.S., UK, and globally. I presented to leading organisations including the Personal Finance Society and Charles Schwab, and was recognised as a finalist at the Money20/20 awards for innovations that transformed the way advisers engage with clients.
That journey sharpened my perspective. Today, having requalified in the U.S. and progressing my UK certifications, I’ve returned to advice with a broader toolkit — blending institutional training, global reach, and a family-first mindset to deliver best-in-class wealth management.
My Approach
I believe true wealth management is about more than returns. It’s about reducing headaches, protecting families, and building legacies that endure.
Through Skybound Wealth USA, my clients gain access to institutional-grade managers trusted by leading pension funds, including the New York Fire Department pension. Our joint models with J.P. Morgan have also delivered annualised returns of over 18% on selected strategies in recent years. This unique combination of institutional oversight and personal care ensures that portfolios are both world-class and aligned to your family’s goals.
Family-first philosophy: Every decision is anchored in legacy, protection, and peace of mind.
Domestic U.S. expertise: U.S.-compliant investment strategies to maximise and protect your U.S. assets.
Cross-border advantage: Specialist knowledge spanning London, Malta, and beyond, ensuring overseas accounts and pensions work seamlessly with your U.S. planning.
Institutional quality: Access to J.P. Morgan joint models with Skybound and managers trusted by pensions such as the NYFD.
Simplicity and clarity: Removing complexity so you can focus on life, not administration.
My role goes beyond managing money. I help clients turn wealth into memorable experiences, resilient strategies, and legacies their families can be proud of.
.svg)
.svg)
