For 17 years now in the financial services industry, I have had the privilege of working with business owners, professionals, pre-retirees and their families. My career began with the First Republic Group in New York City. After I served as a branch manager for over 8 years with Investors Capital Corp, I made the decision to become an independent Wealth Advisor in 2016, joining B Riley Wealth as a Sr. Vice President of Wealth Management . The role of independence is important as I am committed to working in the best interests of my clients alone, free from the potential conflicts of proprietary interests or products.
As your Wealth Advisor, I build custom solutions to create, manage and protect wealth of my clients, employing all of the vast resources my firm and custodial partner, Fidelity, have to offer. By acting as a fiduciary advisor, I believe in complete transparency and an effective communication process that is tailored to your specific needs.
I grew up in Brooklyn, NY and graduated from St. Francis College, majoring in Finance and Business Management and was the recipient of the Harold Geneen Scholarship, given for academic performance in memory of Harold Geneen, the former Chairman and Chief Executive Officer of ITT. I now reside in Goshen, NY with my wife and three children where I am an active member of the Goshen Chamber of Commerce.
When not busy working for my clients, I enjoy traveling with the wife and kids, target shooting sports and hold a 3rd Degree Black Belt in Tae Kwondo.