I have spent twenty nine years in the financial services industry working with institutional and private clients in the US and worldwide. This has given me invaluable exposure to diverse financial market conditions, investment vehicles and financial analysis. I began my career with Merrill Lynch in Toronto in 1987 working in the institutional equity sales group. In 1991, I was promoted to New York, and then, through a combination of determination and planning, was able to transition to living full time in the Berkshires in 1999, where I have spent the last 16 years building a private client practice, most recently forming the Webb Wealth Management Group.
Through experience and proven results, I have earned the titles of Senior Vice President - Financial Advisor, Private Client Group, and Senior Portfolio Manager - Portfolio Focus. I hold the following FINRA licenses: Series 7, 9, 10, 63 and 65/66. I graduated from the University of Toronto with majors in History and Political Science and a minor in English.
I am delighted to call the Berkshires home, and am committed to giving back to our community through support of local organizations, including service on non-profit boards and local committees. Outside of work, I can often be found on the ski hill, the golf course, or on the back of my favorite John Deere tractor.