Qualifications
My entire career and entrepreneurial background has prepared me to be familiar with family, business and individual needs. I joined RBC Wealth Management in 2012 after 20 years in the combinations of Smith Barney, Morgan Stanley and Morgan Stanley Smith Barney. Prior to my financial services career, I had a very successful 16 year career as the creator, founder and president of a nationally recognized fast food restaurant operator and franchisor. I graduated from St. John’s University in 1975 and I was the youngest recipient of an honorary doctoral degree in 1985. I was selected in 1992 for the esteemed 40 under 40 award, and also was selected and completed the CORO Leadership Program.
Personal
I am involved with a variety of community, philanthropic and professional organizations, including Why Hunger (Executive Board Committee and Treasurer), The Friars Club, CORO Alumni Advisory Board, and the Ample Harvest Advisory Board.
My wife and I are Manhattan residents and spend many weekends on the Jersey Shore in Long Beach Island.
As a native of New York, I utilize all of my business and management experience to create suitable wealth management plans and develop long-term relationships with my clients.
