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
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies

Education

  • Vassar College, Poughkeepsie, NY B.A. Economics 1976-1980
  • New York University, Stern School of Business, MBA

Previous experience

  • Oppenheimer, Financial Advisor, Stamford, CT, 2008-2015
  • Wachovia Financial Advisors, Financial Advisor, New York City, NY, 2001-2008

Community participation

  • Save the Sound Coastal Cleanup Project.
  • Pink Aid
  • Builders Beyond Borders

Interests

  • My family is dear to me. My wife Elida is a breast cancer survivor and helps raise money to find a cure. She is also very involved in ABC (A Better Chance). My son Everett is a senior at University of Maryland studying mechanical engineering- currently interning in NYC for the summer. My daughter Isabella is a senior in high school who writes for the school newspaper and performs in various dance shows and musicals
  • In my spare time you may find me playing tennis, road biking, motorcycling, enjoying classic cars, or skiing out West.
  • I am a lifelong suffering Jet's, Mets, Knicks fan