Cliff founded Consilium Wealth Advisory to deliver objective, experienced advice to a select few clients who desire concierge wealth advisory management. He is experienced in asset and manager selection, portfolio management, stock management, financial planning, trust & estate design, credit and banking, and family wealth stewardship.
Cliff also developed Embark, a career and success guide for young people in collaboration with Stanford University’s Design Your Life program.
Past head of Family Wealth Advisory - Northern Trust
Past Chief Investment Officer - Northern Trust
Past Institutional Investment Manager - Provident Investment Counsel
Certified Personal Wealth Advisor® (CPWA)
Founding Board Member - Foundation Outreach International
Past Board Member - Dallas Opera and Dallas Children’s Theatre
- MBA - University of Southern California
Enjoys family travel, biking, volleyball, and non-profit work.