I hold a Bachelor of Science degree in liberal arts, a Master of Business Administration degree, and a law degree. I have co-authored a book on investment partnerships and authored several investment-related articles that focus on behavioral finance, investment decision making, and financial crisis investing.
I have been providing wealth management planning services since 1994, after nearly a decade of working as a financial analyst and later as a tax attorney. Additionally, I have taught finance, tax, and investment courses on the college and graduate level over the past twenty years, including teaching at international universities in parts of Asia and Europe. Combined with my career experience, my academic background has equipped me with a deep appreciation for financial history and my foreign business travels have provided me with first-hand exposure to the opportunities and risks associated with a rapidly changing world economy.
I am married with two children and reside in Hebron, CT. I have served on various boards and commissions for the local community and area colleges.