Investment Committee Member
Prior to founding Cedar Wealth Management, Neil was Wealth Advisory Senior Vice President at Northern Trust in San Francisco where he managed investment portfolios and implemented sophisticated financial plans for individuals and families and was a member of Northern’s PFS Investment Advisory Committee from 2006 to 2011.
He has extensive experience helping families preserve and perpetuate multi-generational values and wealth as well as working with executives and entrepreneurs with budding wealth managing illiquidity, concentration risk and optionality.
Neil earned a BS in Applied Mathematics, an MBA and Masters of Science in Taxation.