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333 South 7th Street, Suite 1150A, Minneapolis, MN 55415

(612) 913-9686
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Built for Thoughtful Decision Making

Many advisory models emphasize scale and standardization.
Loch Leven Investments was established as a deliberate alternative — focused on
disciplined evaluation, structured portfolio oversight, and long-term alignment with
client objectives.

Experience in Market Research and Portfolio
Strategy

The practice draws on experience in technical market analysis and investment research, including leadership roles focused on evaluating market conditions and portfolio strategy.

Specialized credentials include:

  • Chartered Market Technician® designation
  • FINRA Series 86/87 Research Analyst registration


This background supports a disciplined framework for assessing risk, trends, and portfolio positioning.

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