Qualifications
I have been working in private wealth management since 1998. My career began at Prudential Securities in their Special Accounts Group. I worked there until 2004, shortly after the Wachovia Securities purchase. After leaving Wachovia, I went to Smith Barney, and in 2009 I joined RBC Wealth Management. I have a Bachelor of Business
Administration degree from St. Bonaventure University and a Certificate of Financial Planning from Florida State University, am a National Board Certified Options Advisor (NBCOA), and am collaborative law certified. I have been featured in Registered Rep regarding how I use ETFs as a tool for private wealth management.
Personal
I reside in Mountainside, NJ with my wife, Cathleen, and sons, Drew and Ryan. I am a member of the New Jersey Collaborative Divorce Alliance, the Beach Haven Marlin and Tuna Club, the Bond Club of New York, and Little Egg Harbor Yacht Club. When not working, I enjoy family time, big game sport fishing and downhill ski racing.