Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
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

My photos

5 albums
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