ASCENTO CAPITAL
INVEST
Professional Investment Consultant
I value connecting all parts of a client's’ financial life and deliver collaborative strategies that optimize their finances and fulfill their aspirations. I seek to establish a track record on above average returns in technology sector investments and at the later date advise private clients.
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I leverage my experience in M&A at Ascento Capital, a boutique investment bank where we advise tech companies on the sell side, and in the process research and contact many public tech companies that are potential buyers. These investment banking targets become investment opportunities for Ascento Capital Invest. As I publish my weekly Tech M&A newsletter, I can spot the trends happening in early stages of sector consolidation or a shift in the production process that can be illustrated by Nvidia which gained 90% in three months due to the active interest in generative artificial intelligence and the chips that power the AI sector.

7750 Okeechobee Boulevard
Suite #4
West Palm Beach FL 33411
