Qualifications
I graduated from Ithaca College in 1981, earning a Bachelor of Arts degree. Shortly thereafter, I joined an investment banking firm and have been in the securities industry since. My experience includes running an institutional fixed income desk as well as institution and retail sales. I hold Series 7, 24, 25, 52, 53, 63, and 65 licenses and am licensed to provide life and health insurance.
Personal
My wife, Jill, and I reside in Upper Saddle River, NJ. Carly is at Tulane university in New Orleans. Zach graduated may 2015 from Tulane and lives in NYC. Our family believes in staying active within our community. My wife is involved with numerous charitable organizations. We still enjoy going to New orleans.
