President & Chief Operating Officer
Over 35 years of experience in product selection and portfolio design for UHNW and institutional investors with leading financial service organizations in Europe and North America. Former Head of Product Strategy at Citigroup Private Bank, North America. Former Head of Global Equity Derivatives at Deutsche Bank, North America. BA in International Management, magna cum laude, from the University of California at Los Angeles, and an MBA in International Finance from the Harvard Business School. He speaks German, Swiss-German dialect, and French.