Whether you are a current client, future client, or simply exploring, I appreciate your interest. This site is outlines my approach to wealth planning, which is built on experience, supported intellectual capital, and delivered with a personal touch. My goal is to provide thoughtful guidance as you navigate the financial decisions to help support your life goals.
Within these pages, you will find information about how personalized strategies can be aligned with your unique objectives, and how Morgan Stanley's extensive research and insight can help you inform your understanding of today's complex economic, political, and social environment.
I have been with Morgan Stanley since 1995 and have had the privilege of working with individuals and families through various life stages and market conditions. My educational background includes a B.A. in Economics from the University of Massachusetts Amherst, international business studies at the University of Siena in Italy, and completion of the Investment Consultant's Program at Wharton School of Business. Each of these academic achievements contribute to my investment insight.
Thank you again to my current clients for your continued loyalty and confidence. For my future clients, I look forward to earning yours.
Awards:
2025 Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC for the period 6/30/23 - 6/30/24.
https://www.morganstanley.com/disclosures/awards-disclosure/
Services Include
- Wealth Consulting
- Wealth Management
- Alternative Investments
- 401(k) Rollovers
- Professional Portfolio Management
- Financial Planning
Securities Agent: MD, PA, MA, MT, HI, TX, OH, ID, CO, VT, NY, DE, VA, FL, SC, NV, IL, CA, AZ, AK, WV, WA, UT, NC, OR, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285100