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I deliver integrated wealth management advice to a select group of families. Recently, I have been a professor of finance at the McIntire School of Commerce at the University of Virginia, where I taught Markets and Investing, Institutional Investment Management, and Hedge Fund Strategies. Prior to that I spent 17 years on Wall Street, mostly at JP Morgan Private Bank. And before that I practiced law for 10 years specializing in estate planning, tax and non-profit organizations.