Advisor profile

My approach

Whether your investment strategy includes index funds, stocks, bonds, or employs institutional money managers, invest your time before your money.

I encourage clients to invest some time in one of my seminars, webinars, or workshops where you will be introduced to new ideas that may increase your ability to be a better steward of your financial assets. The informational seminars can include various investment topics and products, as well as information about the current financial environment. It doesn't matter if your focus is on income with minimal risk or a longer term growth portfolio, I believe the ability to feel more confident with your investment strategy must be rooted in a core understanding of risk and opportunity.

Watch my website for upcoming events and updates.
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
  • Investment Management
  • Estate Planning Strategies
  • Charitable Giving


  • Registered Option Principal (Series 4)
  • General Securities Sales Supervisor (Series 9 & 10)


  • BBA Marketing
  • Baruch College, City University of New York

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021
  • Ameriprise Client Experience Award, 2021

Previous experience

  • Financial Advisor, Morgan Stanley, Westborough MA, 2007-2012
  • Branch Manager, Morgan Stanley, Worcester MA, 1998-2007
  • Branch Manager, Dean Witter, Riverhead & South Hampton NY, 1996 -1998
  • Financial Advisor, Dean Witter, New York, 1988-1996
  • Option Trading, EF Hutton, Wall Street, NYC (Manager 1980-87), 1977-1987


I am a native New Yorker, growing up in Park Slope Brooklyn in a family of seven children. I received my college degree from Baruch College, part of the City University of New York. My career started on Wall Street on an option trading desk with E. F. Hutton for 10 years, and later included 10 years of supervisory responsibilities managing brokerage offices for Dean Witter and then later Morgan Stanley in New York and Massachusetts.

Community participation

Current Involvement:

President, Catholic Schools Stewards Foundation

Prior Involvement:

Co-Chaired Diocese of Worcester Partners in Charity Appeal

Member of the Investment Committee of the Diocese of Worcester

Member of Diocesan Catholic Schools Board


I love the opera whether at Lincoln Center in New York or right here in Boston.

I enjoy working on my golf game in the summer and the occasional ski outing in the winter.

Most of all, I am blessed to spend time with my wife Lisa, daughter Christine and son Brendan.