My career began at Prudential–Bache Securities in 1986. Prior to joining RBC Wealth Management in 2010, I was a senior vice president at UBS Financial Services. Currently, I’m a member of RBC Wealth Management’s Chairman’s Council and have earned the Accredited Investment Fiduciary® designation.
As a lifelong resident of the Capital Region and Albany area, I have lengthy roots in the Delmar community, with family ties that date as far back as the late 1800s. I’ve served on the board of Vetcare, an Albany-based charitable foundation serving the needs of veterans. I’m currently a member of the Fort Orange Club in Albany, serve as an advisory board member for the Albany Police Athletic League and am actively involved with the Anne B. and Leon J. Goldberg Alzheimer’s Resource Program at Albany Medical Center. Previously, I was a financial chairman and development committee member of the Cathedral of All Saints in Albany.