We work with successful individuals and families to simplify and manage their complex financial lives so that they can enjoy doing what they love.
I specifically manage investments in private equity, hedge funds, oil and gas, commodities and managed futures, and real estate. I also act as CFO for our family office clients overseeing investment strategy and estate, tax, inheritance, insurance, education and financial planning.
VP Family Office & Non-Traditional Investments
JoycePayne Partners is an independent, fee-only financial and investment strategy firm. Our clients are successful individuals and families who are busy doing what they love. We act as our clients’ Personal Chief Financial Officer to manage and simplify their complex financial lives. The Firm has been recognized many times as a top advisory firm by Barron’s, Worth and Medical Economics.
Hedge Funds, Private Equity, Venture Capital, Commodities & Managed Futures, Real Estate, Family Offices, Families of High Net Worth, Families with Shared Assets, Company Executives, Business Owners, Family and Company Founders, University Presidents, Doctors and Medical Practices
2003-09 – Present
University of Pennsylvania – The Wharton School
2006 – 2006