Experience

Blue Granite Capital LLC

• United States
• Investment Management
• 1 - 100 Employee

• Managing Partner

  • Jan 2019 - Present

  Blue Granite Capital is a fee-only investment advisory firm dedicated to providing asset allocation, with a strict focus on capital preservation, minimizing risk and enhancing growth on a conservative, diversified investment platform. I am the Managing Partner and founder of the company which launched in 2003. Our clientele include private investors, families, Trusts & Foundations, Retirement Plans, Small Businesses and Insurance companies. My experience spans 40 years dedicated to managing… Show more Blue Granite Capital is a fee-only investment advisory firm dedicated to providing asset allocation, with a strict focus on capital preservation, minimizing risk and enhancing growth on a conservative, diversified investment platform. I am the Managing Partner and founder of the company which launched in 2003. Our clientele include private investors, families, Trusts & Foundations, Retirement Plans, Small Businesses and Insurance companies. My experience spans 40 years dedicated to managing money, providing customized investment advice and serving the financial needs of my clients. Show less Blue Granite Capital is a fee-only investment advisory firm dedicated to providing asset allocation, with a strict focus on capital preservation, minimizing risk and enhancing growth on a conservative, diversified investment platform. I am the Managing Partner and founder of the company which launched in 2003. Our clientele include private investors, families, Trusts & Foundations, Retirement Plans, Small Businesses and Insurance companies. My experience spans 40 years dedicated to managing… Show more Blue Granite Capital is a fee-only investment advisory firm dedicated to providing asset allocation, with a strict focus on capital preservation, minimizing risk and enhancing growth on a conservative, diversified investment platform. I am the Managing Partner and founder of the company which launched in 2003. Our clientele include private investors, families, Trusts & Foundations, Retirement Plans, Small Businesses and Insurance companies. My experience spans 40 years dedicated to managing money, providing customized investment advice and serving the financial needs of my clients. Show less


CBIZ
• United States
• Business Consulting and Services
• 700 & Above Employee
• EVP

  • Mar 1998 - Jun 2018