With over 30 years of financial expertise in the U.S. and abroad, I specialize in Private Placements Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA). My focus is on crafting personalized insurance and annuity solutions for high-net worth individuals and families, providing them with a tax-efficient investment environment. I offer a diverse portfolio of tax-efficient individual and group insurance protection, coupled with asset accumulation strategies. My services extend to RIAs, asset managers, family offices, and estate planning professionals, enhancing investment performance and protection for their clients. As a CFA Chartered holder with a Master’s in economics, statistics, and finance, from a French leading higher education institution, I collaborate with the main insurance carriers to ensure my clients receive optimal customization, structure, and ongoing service. Whether providing comprehensive financial strategies or addressing specific needs, I am dedicated to serving individuals, families, and businesses. I am affiliated with esteemed organizations such as the CFA Institute, CFA Society of South Florida, Hedge Fund Association, Palm Beach County Estate Planning Council, and East Coast Estate Planning Council. Beyond my financial pursuits, you’ll find me on golf courses worldwide with my talented junior golfer sons. My home base is Palm Beach Gardens, where I reside with my wife and two sons. As a registered representative, I offer securities and investment advisory services through The Leaders Group.