Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Family Finances

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination

Education

  • Masters of Arts, History, Columbia University in the City of New York, New York, NY
  • Masters of Business Administration, New York University, New York, NY
  • Bachelor of Arts, American Civilization, Williams College, Williamstown, MA

Previous experience

  • UBS Financial Services Inc., Financial Advisor, 1991 - 2017

Community participation

I volunteer to raise funds for my son's school

  • Iona Prep School Fathers' Council, New Rochelle NY

Interests

Woodworking & Cabinet Making

Hiking in Westchester & Maine

American History & Trivia