I entered the financial services industry in 1982. In addition to my experience as a financial advisor and as a portfolio manager, I have served as a national sales manager at a New York brokerage firm, director of sales and marketing at a Mid- Atlantic firm and executive vice president of a mutual fund company. I believe these varied experiences position me to bring a unique perspective to my clients.
My practice is planning-based, and I utilize fee-based, risk-appropriate investment strategies to help clients meet their long-term goals and objectives without undue risk.
I have a Bachelor of Science degree from Mercy College in accounting and finance and an MBA in marketing from Long Island University. I also completed an executive education program at the Wharton School of Business (Branch Management Leadership Institute).
I have passed the Series 3, 7, 8, 24, 63 and 65 exams. I have also passed the health and life insurance exams.