Residents and Fellows


traininG and boards are stressful enough.

Let's not add to it with the endless list of financial concerns (paying off your massive student loans, choosing the best contract offer, and choosing investments for your hard-earned money).  That’s where we come in.

First, we take the time to understand your situation, your goals, and your values.  Then, we collaborate with you to create a financial plan that will guide your decision-making now and in the future. And we’ll leverage world-class portfolio management to help you accomplish that.  There’s more that we can do, and we’d love to show you.  If this sounds like what you’re looking for, then let’s meet up sometime.