My 25 years of financial experience has brought me across this great country to reside in Albuquerque, New Mexico. Throughout my career, I have held various management positions at RBC, Merrill Lynch & TD Waterhouse. It is through this experience that I bring a comprehensive approach to wealth management. I have a Bachelor’s Degree in Business Management from Seton Hall University in South Orange, N.J.
I specialize in the design and implementation of Equity and Tactical Income Portfolios for my clients. I participate on a regular basis in the new issue preferred and new issue Municipal bond offerings from our firm. I also buy individual bonds for Institutional clients in New Mexico.
Currently, I serve as the Chairman of the Board of Directors for the New Mexico Symphonic Chorus. I enjoy golf, mountain biking, snowboarding and auto racing.