I’m a Chartered Financial Analyst (CFA) and managing partner at Jackson Square Capital, a registered investment adviser based in San Francisco. I founded the firm in 2019 after spending 17 years at J.P. Morgan Securities, where I served as a managing director and portfolio manager. With over 40 years of market experience, I use fundamental research to build and manage tailored portfolios across stocks, bonds, and other assets. I was named a top wealth adviser in California by Forbes, and the firm has been recognized by AdvisorHub and Financial Advisor Magazine. I share insights on capital markets and business trends in Inside Markets, a daily email newsletter.