Deloitte DWealth Certified Advisor

I am a DWealth Certified Advisor. I have been helping Deloitte partners with their investing for over 30 years, constructing and managing security-specific based portfolios on a cost-effective and high quality basis. We have delivered strong risk adjusted results, while remaining compliant and freeing our Deloitte clients from the day-to-day decision making of the investment management process, allowing them to focus on their business activities.