Artemis designs portfolios that are dynamically rebalanced in response to macroeconomic shifts, leveraging global market expertise and macroeconomic analysis.
The company has over 35 years of experience in product selection and portfolio design for ultra-high net worth and institutional investors, including roles at Citigroup Private Bank and Deutsche Bank.
A part of the Artemis Wealth Advisors’ team since 2014. Over 15 years of experience in client services and administrative support. BS in Animal Science –Production/Industry from Texas A&M University.
The company has over 35 years of experience managing investments for ultra-high net worth families and their foundations, including serving as Principal Advisor to the Kaufman Family.
Artemis initially provided outsourced Chief Investment Officer and Chief Strategy Officer support, guided by its macroeconomic approach from its role with Dr. Henry Kaufman’s family office.
