Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Saving for Education


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


  • MBA, Banking and Finance, Dowling College
  • BA, Communications, Johnson and Wales University

Awards & recognition

  • Ameriprise Circle of Success, 2004 - 2022
  • Forbes Best-in-State Wealth Advisors, 2019-2023
  • Rocco A. Carriero Wealth Partners, Long Island Business News Experienced Team Award, 2015

Professional associations

  • American Heart Association
  • Southampton Business Alliance
  • Southampton Chamber of Commerce

Community participation

Community participation and giving back have always held a special place in my heart. When I actively engage in my community, whether through volunteering, sharing my expertise, or contributing my time and resources, I not only can enrich the lives of others but also strengthen the bonds that hold our community together. It's a reciprocal relationship where the act of giving back benefits both me and those I'm able to assist. By participating in community initiatives, I foster a sense of belonging and purpose, build meaningful connections, and create positive change.


I find joy in cherishing moments with my wife, Heather, and our two wonderful children, Ella and Luca. My passion for life extends to the greens of a golf course, exploring new horizons through travel, especially to our family in Italy, and savoring the world's culinary delights alongside fine wines. Beyond these pursuits, I am equally devoted to supporting and uplifting my friends and family, nurturing the potential of aspiring young professionals, and guiding accomplished entrepreneurs on their path towards realizing their dreams and aspirations.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.