I have a needs-based, disciplined process is designed to enhance performance, manage risk, and control the cost of managing your wealth. By using independent third party money managers with an approach that complements your objectives, I seek to improve your overall investment experience.
After earning my MBA from Cornell University, I was an officer at two distinguished Wall Street firms. After nearly 20 years, I brought my specialized practice to RBC Wealth Management in 2005, where I am able to offer you the global resources you need with the personalized attention you deserve.
A seasoned financial advisor in the specialty area of fee-based investment advisory services, I have lectured extensively before civic and industry groups on professional portfolio management. I currently sit on the Advisory Board of the GWK Scholarship Fund and am active in the alumni affairs of The Lawrenceville School, Vassar College, and Cornell University. An active participant in the community, I have been on the Annual Giving committee of The Montessori Community School and involved as a coach for a number of youth athletic teams. I am a member of the Larchmont Yacht Club, and along with my family, divide my time between Norwell, MA and Newport, RI.
