Chief Financial Officer & Portfolio Manager
I've always been a numbers guy and helped to build my family's business, San Jose Label. In 1996 I joined Neumann Capital as CFO to manage the firm's operating budget and financial reporting.
Additionally, I manage our fixed income portfolio and specialize in rebalancing client portfolios. I also enjoy collaborating on wealth management strategies to help our clients make their dreams come true.
I love cooking for my family and friends and look forward to eventually visiting all 7 continents. No pressure.
Education & Affiliations:
B.S. in Economics from San Jose State University