Meet the Partners.

The founding partners of the Solaris Group average more than 25 years investment experience. We, along with our Solaris colleagues, are deeply committed to succeed on behalf of our clients. Indeed, we invest side-by-side with them. Independent owners, we report only to our clients.


Co-founder, oversees The Solaris Group.

Formerly Chairman and CEO of Neuberger Berman Trust Company, Managing Director and member of the Management Committee of OFFITBANK, and Senior Executive Vice President and a member of the Board of Directors of Lehman Brothers. Currently serving as a Director of the Lincoln Center for the Performing Arts, Inc., and Chairman Emeritus of The School of American Ballet, among many other affiliations.

"We're in the relationship business. Relationships are built by exhibiting a substantive awareness of client needs. To cement the relationship, resources and intellect must be committed and performance must be optimized."


Co-founder, The Solaris Group; oversees Solaris Advisors, including strategic asset allocation, manager selection and philanthropic services.

Formerly Senior Vice-President and Head of Wealth Management for Neuberger Berman Trust Company; Managing Director at OFFITBANK; General Partner of Eureka Capital Management, a long/short equity hedge fund; and Vice President and Director of Funds at Loomis, Sayles & Company.

"Asset allocation performed without regard for the unique circumstances of the client is suspect. Likewise, so-called optimization tools that rely slavishly on the past cannot uncover catalysts of change. We strive to be forward-looking and to keep in front of significant events for the benefit of our clients."


Co-founder, The Solaris Group;
oversees Solaris Asset Management

Formerly Chief Investment Officer of Ghriskey Capital Partners; Senior Vice-President, Senior Portfolio Manager and Head of Value Equities at The Dreyfus Corporation as well as a member of the firm's management committee. Associate Managing Director and Portfolio Manager of Loomis, Sayles & Company. Regularly appears on CNBC, Bloomberg, CNN, ABC, and Fox, and is frequently quoted in the Wall Street Journal, New York Times, Barron's and many other publications. He has been ranked by Barron's as one of the nation's top ten fund managers.

"Sensitivity to price, a critical eye on fundamentals and a sector-specific, proprietary intelligence system are the core of our disciplined process."


Co-founder, The Solaris Group;
oversees fiduciary planning activities, operations, technology, legal, compliance and human resource activities.

Formerly President of Neuberger Berman Trust Company; Managing Director of OFFITBANK; General Counsel of both Morgan Stanley Asset Management and Goldman Sachs Asset Management, and President of their worldwide mutual funds groups. A trust and estates lawyer by training, he began his career at Davidson, Dawson & Clark, and Cadwalader, Wickersham & Taft.

"Deep experience is only part of the equation. What matters is the quality of the thinking and how that thinking is applied to specific client issues."