My career in finance began in 1984 as an analyst in the corporate banking division of PNC Bank (formerly Midlantic Banks Inc.). Following a 10-year career as vice president - financial advisor at Merrill Lynch, I joined RBC Wealth Management in 2004. I hold a Bachelor of Science degree in finance, with honors, from Boston College, and a Master in Business Administration in finance from Temple University. I am a CERTIFIED FINANCIAL PLANNER™ practitioner.
I was named to the 2015, 2016 and 2018 Financial Times list of Top 400 Advisors in the U.S., and to the 2020, 2021 and 2022 Forbes Best-in-State Wealth Advisors list. I am a member of RBC Wealth Management's Chairman's Council, and have served on several of the company's national advisory committees. I manage over $500 million in total client assets.
I am a lifelong New Jersey Shore resident, married, with two adult children. My interests outside of work include long distance running, performing jazz music, and being active in several community organizations. Also, I enjoy spending time at our second family home in Rockport, Massachusetts.