In 1980 I became a member of the London Stock Exchange. I served a broad spectrum of British Institutions, including investment trusts, unit trusts (mutual funds) and pension funds on all aspects of the British stock market. In 1982 I co-founded a successful institutional fund management department within the partnership of Panmure Gordon Co. and grew institutional funds under management to approximately $1 billion by the end of 1987. In 1984 I became a Partner in the firm. In 1989 we, the partners, sold the business to Nationsbank, then a major regional bank based in Charlotte, North Carolina. I emigrated to the US in 1989 and began to serve British institutional clients with regionally based corporate investment ideas, initially from Dallas, Texas, then from Minneapolis, Minnesota. In 1999, I personally guided a Regulation S Private Placement for a Minnesota company with British institutions and assisted a year later in a second round. I also introduced various PIPE and IPO opportunities to British professional advisers and investment managers as well as small US companies to corporate finance advisers who are experts in the workings of AIM, the Alternative Investment Market run by the London Stock Exchange. Although I have retired as a Chartered Fellow of the Chartered Institute for Securities and Investments, I still have an established, broad network of corporate finance, legal, accounting and PR professionals in the City of London.
Residential real estate is a very different discipline than stockbroking, investment management and corporate finance! Buying a home requires a deep and personal understanding of the client's requirements, financial situation and legal position as well as the need to create an established trust between client and agent.
I learnt a great deal about the local real estate market as a result of my earlier experiences with Remax Anchor and subsequently Keller Williams Peace River Partners, both in Punta Gorda. I have successfully dealt with a number of clients based here in the area, elsewhere in the US as well as in England.
My specialty is Vivante, one of SW Florida's premire residential condominium communities; I have conducted over 35 deals within Vivante for various clients. Vivante lies on the south banks of Charlotte Harbour and is 3 miles from beautiful, historic Punta Gorda and the Tamiami Trail, 7 from I75, a couple of hours from Naples and Sarasota and 3 hours from the Mouse. Far enough from all that noise to be tranquil yet close enough for all the fun stuff to be quickly accessible. I have lived at Vivante since July, 2009 and have enjoyed every minute. My other fields include residential homes and condominiums in Punta Gorda, Port Charlotte and North Port, Florida.
I strive to act in a most professional manner and to become one of the best agents my clients ever meet. The result of that mission is in the many referrals sent to me by existing clients and the second and third real estate closings I conduct for them.
I have two life-long aphorisms - "I haven't finished learning yet" and "when God made time, he made plenty of it". The latter came to me in a conversation with a catholic priest in Ireland when I was a teenager. I've followed that maxim all my life despite not being, in any sense, a religious person.