In 1991, I started my career with J.B. Hanauer, which is now RBC Wealth Management. I earned a Doctor of Dental Surgery degree from Universitate deí Medicina si Farmacia Facultatea de Stomatologia in Bucharest, Romania. I received RBC Wealth Management’s internal, professional designation of Accredited Wealth Manager (AWM). The Accredited Wealth Manager program is designed to provide financial professionals with training in advanced wealth management strategies and is offered exclusively by RBC Wealth Management to a select group of its financial advisors. This advanced-level program builds on the fundamentals of wealth management with a focus on estate planning services, insurance solutions, advanced investment strategies and business succession planning. In addition, I earned the professional designation of Certified Portfolio Manager (CPM) from the Academy of Certified Portfolio Managers. As portfolio managers, we have the highest level of responsibility and accountability to our clients.
I reside in Bedminster, New Jersey on an environmentally sustainable farm raising my three children. I am very involved with the Foundation for Child Development and am a member of the board, finance committee, and investment committee for the Foundation. My hobbies include golfing, riding motorcycles, snowboarding, mountain biking, surfing, cooking, reading and traveling to exotic locations.