Purpose
I founded Global Advisers, LLC in 2014 after a career in the investment industry that began in 1993. The firm provides the practical setting for my work in portfolio management, investment research, financial planning, and the leadership of an advisory business.
Investment decisions do not occur in isolation. They depend on objectives, time horizons, risk, and the circumstances surrounding the use of capital. Building an advisory firm requires attending to those relationships while maintaining the operating systems that support the work.
The work
My responsibilities include investment strategy, portfolio construction, research, client strategy, and firm development. They also include the less visible work of organizational leadership: deciding priorities, improving processes, evaluating technology, and coordinating the resources needed to serve clients.
The firm’s own website is the appropriate source for current services, fees, client processes, and regulatory disclosures. This profile describes my connection to the business without substituting for those materials.
My role and the company’s status
I am the founder and managing principal. Global Advisers is a state-registered investment adviser. Its advisory relationships and professional communications are handled through the firm.
Connection to my writing
The work gives me recurring reasons to examine markets, economics, institutions, behavior, and technological change. It also reinforces a distinction that matters throughout this site: an interesting observation must be connected to a clear decision before it becomes useful. Essays here explore those questions for a general audience and do not provide individualized advice.