Skip has been helping clients achieve their financial goals for over 35 years. Formerly, he was head of Tucker Anthony’s Fixed Income Portfolio Services Group and has held positions on the marketing, fixed income trading and financial advisor sides of the investment business. Skip’s primary focus is developing wealth plans and risk management strategies designed for growth and capital preservation for his clients.
Skip was named RBC Wealth Management’s Branch Director of the Year in 2006 and 2009. He was awarded the Outstanding Branch Award in 2007, 2009, and 2010, and received the Special Achievement Award for Wealth Management in 2013 and 2014. Skip was named to RBC’s prestigious President’s Council every year from 2006 through 2013 and to the Director’s Council 2014 through 2018. In 2016 and 2017 Skip was named in “On Wall Street” to the Top 100 Branch Managers in the United States.
Skip graduated from Iona College and earned his master’s degree from Fairfield University. He has passed the Series 7, 9, 10, 63, 66 exams and holds life, accident and health licenses. Skip’s interests include outdoor sports, skiing in the Adirondack mountains, fly fishing and enjoying his family and 14 grandchildren.
Skip has been awarded the Client Protection Champion Certificate for his dedication and efforts to protect senior and vulnerable clients.
