The Insurance Oyster(TM)
Broker insurance for Trustees, Fiduciaries, Family Offices, pension plans/ESOPs, Venture Capital and Private Equity General Partners and LImited Partners, real estate, software/space/aero firms, SPACs. Establish and manage captive insurers for real estate and other entrepreneurial families.
MIT Sloan, Columbia Business School
Bank Leumi, Bank of the West, Strategic Financial/New England Financial, Mass Mutual. Advise Blockpoint Systems, creators of world’s first enterprise-ready immutable database platform (keeps data secure and mitigates threat of encryption and random ware).
Sailing, squash, marble sculpture, East Asian art, learning Mandarin. Wine and food.
Trust and Estate Practitioner(TM), Certified Financial Planner(R), Insurance Broker CA 0C48115, Real Estate Broker CA 01731799
Invited by: Duncan Rolph
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Day | Followers | Gain | % Gain |
---|---|---|---|
August 19, 2023 | 40 | 0 | 0.0% |
August 11, 2022 | 40 | +1 | +2.6% |
March 13, 2022 | 39 | +1 | +2.7% |
December 08, 2021 | 38 | +1 | +2.8% |
September 24, 2021 | 37 | +11 | +42.4% |