I have nearly twenty years of experience in the financial services industry, including 15 years managing and implementing investment strategies for clients. As a Senior Portfolio Manager for two wealth management firms, I previously managed portfolios for individuals, families, trusts, businesses and non-profit institutions throughout the Northeast. Joining RBC Wealth Management in 2007 provided me the freedom and resources to deliver customized solutions for my clients.
I received a bachelor’s degree from Bucknell University. I have also attended the Cannon Financial Institute Trust School. I hold the Series 7 and 66 licenses and the New York State life, accident & health license. I also hold the Accredited Investment Fiduciary (AIF) designation which demonstrates my adherence to prudent investment principles.
A lifelong resident of the Capital Region, I currently live in Halfmoon with my wife, Kimberly, and our two children. My outside interests include running, reading, spending time with good friends and coaching my childrens’ sports & activities. I currently serve as the Chairman of the Sunnyview Rehabilitation Hospital Foundation Board in Schenectady, NY.
