My father was a stock broker his whole career and it gave me a strong passion for investing and learning about the markets. In the first stage of my professional life I was a financial and strategic planner for divisions of Time Warner and Viacom in NYC. I learned that having a plan and monitoring it on a regular basis was crucial to long-term success.
For the last quarter century, my analytical background paved the way for me to help my clients achieve their financial goals by identifying and understanding their life goals and creating investment strategies that align with their objectives. Process, financial planning, investment diversification and regular communication are critical components for potential success.
Born and raised in New York, I earned an M.B.A. while working full-time, and graduated Beta Gamma Sigma form Fordham University and earned my BSM undergraduate degree from Tulane University. I currently reside in Manhattan with my wife Stacy, my son Drew, and our dog, Solo. We love our family time and enjoy golfing, traveling, and trying new experiences together.
Striving to be your trusted advisor, my goal is to help you achieve your financial goals so you can live your best life possible.
My Clients
- High Net Worth Families
- Business Owners
- Qualified Retirement Plans
- Medical Professionals
- Legal & Tax Professionals
- Retirees
Services Include
- Alternative Investments
- Asset Management
- Cash Management and Lending ProductsFootnote2
- Estate Planning Strategies
- Financial Planning
- Fixed Income
- Life Insurance
- Long-term Care Insurance
- Municipal Bonds
- Philanthropic Management
- Professional Portfolio Management
- Qualified Retirement Plans
- Structured Products
- Sustainable Investing
- Trust Accounts
- Trust Services
- Wealth Management
- Wealth Planning
- 529 Plans
Securities Agent: CT, WI, UT, NJ, MA, ME, MI, MD, CA, NH, IL, GA, NC, KY, FL, CO, AZ, NY, VA, OH; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 2467113